Gateway Investment Advisers’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
Q3 | $202K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $206K | Sell |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $245K | Sell |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $331K | Sell |
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|
2017
Q2 | $398K | Buy |
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|
2017
Q1 | $298K | Sell |
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|
2016
Q4 | $345K | Sell |
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|
2016
Q3 | $380K | Sell |
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|
2016
Q2 | $387K | Hold |
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|
2016
Q1 | $444K | Sell |
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|
2015
Q4 | $813K | Sell |
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|
2015
Q3 | $1.04M | Sell |
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|
2015
Q2 | $916K | Sell |
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|
2015
Q1 | $1.01M | Sell |
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|
2014
Q4 | $1.07M | Sell |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $1.09M | Buy |
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|
2014
Q1 | $859K | Sell |
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|
2013
Q4 | $845K | Sell |
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|
2013
Q3 | $788K | Buy |
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|
2013
Q2 | $778K | Buy |
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