Hotchkis & Wiley Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9.7M | Sell |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $8.67M | Sell |
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|
2021
Q3 | $58.4M | Sell |
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|
2021
Q2 | $55.5M | Sell |
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|
2021
Q1 | $52.7M | Buy |
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|
2020
Q4 | $37.6M | Sell |
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|
2020
Q3 | $39.1M | Buy |
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|
2020
Q2 | $15.5M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $30.6M | Hold |
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|
2015
Q1 | $33.1M | Sell |
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|
2014
Q4 | $52M | Buy |
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|
2014
Q3 | $36.2M | Buy |
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|
2014
Q2 | $38.9M | Sell |
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|
2014
Q1 | $37.1M | Buy |
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|
2013
Q4 | $30.7M | Sell |
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|
2013
Q3 | $37.4M | Buy |
|