Horizon Investments’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 | $2.12M | Buy |
38,556
+38,527
| +132,852% | +$2.11M | 0.03% | 374 |
|
|
2025
Q1 | $1.59K | Sell |
29
-38
| -57% | -$2.09K | ﹤0.01% | 740 |
|
|
2024
Q4 | $3.54K | Sell |
67
-23
| -26% | -$1.22K | ﹤0.01% | 690 |
|
|
2024
Q3 | $5.72K | Buy |
90
+65
| +260% | +$4.13K | ﹤0.01% | 659 |
|
|
2024
Q2 | $1.36K | Hold |
25
| – | – | ﹤0.01% | 720 |
|
|
2024
Q1 | $1.23K | Buy |
25
+11
| +79% | +$540 | ﹤0.01% | 719 |
|
|
2023
Q4 | $677 | Buy |
14
+7
| +100% | +$339 | ﹤0.01% | 685 |
|
|
2023
Q3 | $301 | Hold |
7
| – | – | ﹤0.01% | 746 |
|
|
2023
Q2 | $223 | Buy |
+7
| New | +$223 | ﹤0.01% | 751 |
|
|
2019
Q3 | – | Sell |
-19,696
| Closed | -$577K | – | 474 |
|
|
2019
Q2 | $577K | Buy |
19,696
+8,321
| +73% | +$244K | 0.02% | 216 |
|
|
2019
Q1 | $272K | Buy |
+11,375
| New | +$272K | 0.01% | 278 |
|
|
2018
Q4 | – | Sell |
-10,379
| Closed | -$267K | – | 249 |
|
|
2018
Q3 | $267K | Sell |
10,379
-28,621
| -73% | -$736K | 0.01% | 221 |
|
|
2018
Q2 | $888K | Buy |
+39,000
| New | +$888K | 0.04% | 141 |
|