JFGIW
Johnson Financial Group Inc (Wisconsin)’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$633 | – | 881 |
|
|
2023
Q4 | $633 | Buy |
+13
| New | +$633 | ﹤0.01% | 813 |
|
|
2018
Q3 | – | Sell |
-840
| Closed | -$19K | – | 551 |
|
|
2018
Q2 | $19K | Hold |
840
| – | – | ﹤0.01% | 408 |
|
|
2018
Q1 | $21K | Hold |
840
| – | – | ﹤0.01% | 406 |
|
|
2017
Q4 | $22K | Hold |
840
| – | – | ﹤0.01% | 421 |
|
|
2017
Q3 | $22K | Hold |
840
| – | – | ﹤0.01% | 408 |
|
|
2017
Q2 | $26K | Hold |
840
| – | – | ﹤0.01% | 415 |
|
|
2017
Q1 | $20K | Sell |
840
-40,592
| -98% | -$966K | ﹤0.01% | 516 |
|
|
2016
Q4 | $952K | Sell |
41,432
-753
| -2% | -$17.3K | 0.13% | 153 |
|
|
2016
Q3 | $976K | Buy |
42,185
+43
| +0.1% | +$995 | 0.13% | 146 |
|
|
2016
Q2 | $970K | Buy |
42,142
+3,753
| +10% | +$86.4K | 0.13% | 139 |
|
|
2016
Q1 | $1.01M | Buy |
38,389
+587
| +2% | +$15.5K | 0.2% | 111 |
|
|
2015
Q4 | $1.26M | Buy |
37,802
+36,916
| +4,167% | +$1.23M | 0.26% | 89 |
|
|
2015
Q3 | $32K | Hold |
886
| – | – | 0.01% | 530 |
|
|
2015
Q2 | $26K | Sell |
886
-760
| -46% | -$22.3K | 0.01% | 570 |
|
|
2015
Q1 | $53K | Buy |
1,646
+1,600
| +3,478% | +$51.5K | 0.01% | 503 |
|
|
2014
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 752 |
|
|
2014
Q3 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 738 |
|