IMC Chicago’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 | – | Hold |
0
| – | – | – | 1051 |
|
|
2025
Q1 | – | Sell |
-14,828
| Closed | -$784K | – | 1002 |
|
|
2024
Q4 | $784K | Buy |
14,828
+3,239
| +28% | +$171K | ﹤0.01% | 433 |
|
|
2024
Q3 | $736K | Buy |
+11,589
| New | +$736K | ﹤0.01% | 297 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 862 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 768 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 549 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 481 |
|
|
2023
Q2 | – | Sell |
-11,710
| Closed | -$413K | – | 391 |
|
|
2023
Q1 | $413K | Buy |
+11,710
| New | +$413K | ﹤0.01% | 155 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 371 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 385 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 374 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 411 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 402 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 375 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 375 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 341 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 312 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 255 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 278 |
|