Fulton Breakefield Broenniman’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
9,110
-110
| -1% | -$6.04K | 0.03% | 127 |
|
|
2025
Q1 | $506K | Sell |
9,220
-700
| -7% | -$38.4K | 0.04% | 112 |
|
|
2024
Q4 | $524K | Hold |
9,920
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $630K | Sell |
9,920
-100
| -1% | -$6.36K | 0.04% | 103 |
|
|
2024
Q2 | $543K | Hold |
10,020
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $492K | Sell |
10,020
-8,638
| -46% | -$424K | 0.04% | 112 |
|
|
2023
Q4 | $902K | Sell |
18,658
-1,791
| -9% | -$86.6K | 0.07% | 92 |
|
|
2023
Q3 | $881K | Sell |
20,449
-348,567
| -94% | -$15M | 0.08% | 93 |
|
|
2023
Q2 | $11.8M | Sell |
369,016
-117,481
| -24% | -$3.74M | 0.97% | 47 |
|
|
2023
Q1 | $17.1M | Buy |
486,497
+239
| +0% | +$8.43K | 1.47% | 26 |
|
|
2022
Q4 | $17.8M | Buy |
486,258
+4,467
| +0.9% | +$163K | 1.57% | 20 |
|
|
2022
Q3 | $20.5M | Sell |
481,791
-155,497
| -24% | -$6.61M | 1.93% | 16 |
|
|
2022
Q2 | $22.5M | Buy |
+637,288
| New | +$22.5M | 1.95% | 15 |
|
|
2022
Q1 | – | Sell |
-893,359
| Closed | -$21M | – | 181 |
|
|
2021
Q4 | $21M | Buy |
893,359
+7,070
| +0.8% | +$167K | 1.56% | 23 |
|
|
2021
Q3 | $22.2M | Buy |
886,289
+701
| +0.1% | +$17.5K | 1.9% | 17 |
|
|
2021
Q2 | $20.8M | Buy |
885,588
+11,781
| +1% | +$277K | 1.78% | 20 |
|
|
2021
Q1 | $19M | Buy |
873,807
+326,545
| +60% | +$7.12M | 1.76% | 23 |
|
|
2020
Q4 | $8.68M | Sell |
547,262
-249,839
| -31% | -$3.96M | 1.04% | 47 |
|
|
2020
Q3 | $13M | Buy |
797,101
+354,210
| +80% | +$5.77M | 1.46% | 30 |
|
|
2020
Q2 | $6.32M | Sell |
442,891
-2,286
| -0.5% | -$32.6K | 0.77% | 49 |
|
|
2020
Q1 | $6.27M | Buy |
+445,177
| New | +$6.27M | 0.94% | 46 |
|