Jensen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $593K | Hold |
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|
2018
Q1 | $661K | Buy |
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|
2017
Q4 | $652K | Hold |
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|
2017
Q3 | $659K | Hold |
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|
2017
Q2 | $769K | Buy |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $401K | Sell |
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|
2016
Q3 | $451K | Sell |
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|
2016
Q2 | $465K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $361K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $460K | Buy |
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