Jupiter Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $23.7M | Hold |
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|
2023
Q2 | $17.5M | Sell |
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|
2023
Q1 | $31M | Sell |
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|
2022
Q4 | $38.7M | Sell |
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|
2022
Q3 | $100M | Sell |
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|
2022
Q2 | $325M | Sell |
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|
2022
Q1 | $288M | Sell |
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|
2021
Q4 | $262M | Sell |
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|
2021
Q3 | $303M | Sell |
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|
2021
Q2 | $292M | Sell |
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|
2021
Q1 | $274M | Sell |
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|
2020
Q4 | $219M | Buy |
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|
2020
Q3 | $212M | Buy |
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|
2020
Q2 | $181M | Buy |
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|
2020
Q1 | $160M | Buy |
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|
2019
Q4 | $247M | Buy |
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|
2019
Q3 | $162M | Buy |
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|
2019
Q2 | $152M | Buy |
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|
2019
Q1 | $120M | Sell |
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|
2018
Q4 | $129M | Buy |
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|
2018
Q3 | $129M | Buy |
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|
2018
Q2 | $98.8M | Buy |
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|
2018
Q1 | $101M | Buy |
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|
2017
Q4 | $101M | Buy |
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|
2017
Q3 | $98.8M | Sell |
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|
2017
Q2 | $117M | Buy |
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|
2017
Q1 | $70M | Buy |
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|
2016
Q4 | $66.6M | Buy |
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|
2016
Q3 | $58.7M | Buy |
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|
2016
Q2 | $29.9M | Buy |
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