INTECH Investment Management’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 | $4.93M | Sell |
89,765
-22,344
| -20% | -$1.23M | 0.05% | 347 |
|
|
2025
Q1 | $6.16M | Sell |
112,109
-69,300
| -38% | -$3.81M | 0.06% | 274 |
|
|
2024
Q4 | $9.59M | Buy |
181,409
+168,821
| +1,341% | +$8.92M | 0.09% | 176 |
|
|
2024
Q3 | $800K | Sell |
12,588
-14,188
| -53% | -$902K | 0.01% | 941 |
|
|
2024
Q2 | $1.45M | Sell |
26,776
-277
| -1% | -$15K | 0.02% | 528 |
|
|
2024
Q1 | $1.33M | Buy |
27,053
+784
| +3% | +$38.5K | 0.02% | 416 |
|
|
2023
Q4 | $1.27M | Buy |
26,269
+9,037
| +52% | +$437K | 0.02% | 394 |
|
|
2023
Q3 | $742K | Sell |
17,232
-15,341
| -47% | -$661K | 0.01% | 506 |
|
|
2023
Q2 | $1.04M | Sell |
32,573
-25,560
| -44% | -$815K | 0.01% | 460 |
|
|
2023
Q1 | $2.05M | Sell |
58,133
-18,878
| -25% | -$665K | 0.02% | 451 |
|
|
2022
Q4 | $2.81M | Sell |
77,011
-10,511
| -12% | -$384K | 0.02% | 427 |
|
|
2022
Q3 | $3.72M | Sell |
87,522
-19,066
| -18% | -$811K | 0.03% | 387 |
|
|
2022
Q2 | $3.77M | Buy |
+106,588
| New | +$3.77M | 0.02% | 389 |
|