Fuller & Thaler Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243M | Sell |
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|
2025
Q1 | $254M | Sell |
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|
2024
Q4 | $248M | Buy |
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|
2024
Q3 | $266M | Buy |
|
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|
2024
Q2 | $192M | Buy |
|
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|
2024
Q1 | $155M | Buy |
|
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|
2023
Q4 | $127M | Sell |
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|
2023
Q3 | $119M | Buy |
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|
2023
Q2 | $41.9M | Sell |
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|
2023
Q1 | $75.6M | Sell |
|
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|
2022
Q4 | $78.9M | Sell |
|
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|
2022
Q3 | $97.3M | Sell |
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|
2022
Q2 | $101M | Sell |
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|
2022
Q1 | $94.4M | Sell |
|
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|
2021
Q4 | $85.8M | Sell |
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|
2021
Q3 | $92.1M | Buy |
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|
2021
Q2 | $86.3M | Sell |
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|
2021
Q1 | $82.7M | Buy |
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|
2020
Q4 | $59.7M | Buy |
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|
2020
Q3 | $23.4M | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $104K | Buy |
|
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $179K | Hold |
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|
2016
Q4 | $177K | Hold |
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|
2016
Q3 | $178K | Sell |
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|
2016
Q2 | $396K | Buy |
|
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|
2016
Q1 | $69K | Sell |
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|
2015
Q4 | $294K | Sell |
|
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|
2015
Q3 | $380K | Buy |
|
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|
2015
Q2 | $166K | Sell |
|
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|
2015
Q1 | $279K | Sell |
|
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|
2014
Q4 | $337K | Buy |
|
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|
2014
Q3 | $136K | Buy |
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|
2014
Q2 | $116K | Sell |
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|
2014
Q1 | $204K | Sell |
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|
2013
Q4 | $205K | Sell |
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|
2013
Q3 | $340K | Buy |
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|
2013
Q2 | $187K | Buy |
|