Human Investing’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 | $2.04M | Sell |
37,150
-3,797
| -9% | -$208K | 0.32% | 28 |
|
|
2025
Q1 | $2.25M | Sell |
40,947
-992
| -2% | -$54.5K | 0.4% | 27 |
|
|
2024
Q4 | $2.22M | Sell |
41,939
-119
| -0.3% | -$6.29K | 0.39% | 27 |
|
|
2024
Q3 | $2.67M | Sell |
42,058
-886
| -2% | -$56.3K | 0.48% | 28 |
|
|
2024
Q2 | $2.33M | Sell |
42,944
-1,607
| -4% | -$87.1K | 0.45% | 30 |
|
|
2024
Q1 | $2.19M | Sell |
44,551
-479
| -1% | -$23.5K | 0.44% | 29 |
|
|
2023
Q4 | $2.18M | Sell |
45,030
-6,043
| -12% | -$292K | 0.47% | 28 |
|
|
2023
Q3 | $2.2M | Sell |
51,073
-678
| -1% | -$29.2K | 0.51% | 26 |
|
|
2023
Q2 | $1.65M | Sell |
51,751
-1,497
| -3% | -$47.7K | 0.38% | 29 |
|
|
2023
Q1 | $1.88M | Sell |
53,248
-538
| -1% | -$19K | 0.46% | 28 |
|
|
2022
Q4 | $1.96M | Sell |
53,786
-6,850
| -11% | -$250K | 0.5% | 25 |
|
|
2022
Q3 | $2.58M | Sell |
60,636
-20,282
| -25% | -$863K | 0.66% | 23 |
|
|
2022
Q2 | $2.86M | Sell |
80,918
-2,480
| -3% | -$87.6K | 0.69% | 23 |
|
|
2022
Q1 | $2.17M | Sell |
83,398
-15,145
| -15% | -$394K | 0.48% | 30 |
|
|
2021
Q4 | $2.32M | Sell |
98,543
-435
| -0.4% | -$10.3K | 0.55% | 27 |
|
|
2021
Q3 | $2.47M | Sell |
98,978
-4,251
| -4% | -$106K | 0.58% | 27 |
|
|
2021
Q2 | $2.42M | Sell |
103,229
-11,243
| -10% | -$264K | 0.59% | 28 |
|
|
2021
Q1 | $2.5M | Buy |
114,472
+1,991
| +2% | +$43.4K | 0.64% | 27 |
|
|
2020
Q4 | $1.78M | Sell |
112,481
-45,754
| -29% | -$726K | 0.5% | 36 |
|
|
2020
Q3 | $2.58M | Sell |
158,235
-7,333
| -4% | -$119K | 0.85% | 21 |
|
|
2020
Q2 | $2.36M | Buy |
165,568
+33,927
| +26% | +$484K | 0.83% | 21 |
|
|
2020
Q1 | $1.85M | Sell |
131,641
-7,124
| -5% | -$100K | 0.8% | 27 |
|
|
2019
Q4 | $3.26M | Buy |
138,765
+91,463
| +193% | +$2.15M | 1.06% | 15 |
|
|
2019
Q3 | $1.12M | Buy |
47,302
+392
| +0.8% | +$9.26K | 0.4% | 73 |
|
|
2019
Q2 | $1.37M | Buy |
46,910
+741
| +2% | +$21.7K | 0.5% | 63 |
|
|
2019
Q1 | $1.11M | Buy |
46,169
+41,548
| +899% | +$994K | 0.41% | 75 |
|
|
2018
Q4 | $117K | Buy |
+4,621
| New | +$117K | 0.05% | 138 |
|