M&T Bank’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 | $2M | Sell |
36,359
-2,661
| -7% | -$146K | 0.01% | 621 |
|
|
2025
Q1 | $2.14M | Sell |
39,020
-883
| -2% | -$48.5K | 0.01% | 590 |
|
|
2024
Q4 | $2.11M | Buy |
39,903
+1,611
| +4% | +$85.1K | 0.01% | 652 |
|
|
2024
Q3 | $2.43M | Buy |
38,292
+266
| +0.7% | +$16.9K | 0.01% | 616 |
|
|
2024
Q2 | $2.06M | Sell |
38,026
-764
| -2% | -$41.4K | 0.01% | 643 |
|
|
2024
Q1 | $1.9M | Sell |
38,790
-103
| -0.3% | -$5.06K | 0.01% | 678 |
|
|
2023
Q4 | $1.88M | Sell |
38,893
-54
| -0.1% | -$2.61K | 0.01% | 657 |
|
|
2023
Q3 | $1.68M | Buy |
38,947
+380
| +1% | +$16.4K | 0.01% | 672 |
|
|
2023
Q2 | $1.23M | Sell |
38,567
-272
| -0.7% | -$8.67K | ﹤0.01% | 796 |
|
|
2023
Q1 | $1.37M | Buy |
38,839
+1,533
| +4% | +$54.1K | 0.01% | 755 |
|
|
2022
Q4 | $1.36M | Buy |
37,306
+3,897
| +12% | +$142K | 0.01% | 740 |
|
|
2022
Q3 | $1.42M | Sell |
33,409
-1,072
| -3% | -$45.6K | 0.01% | 698 |
|
|
2022
Q2 | $1.18M | Buy |
34,481
+161
| +0.5% | +$5.5K | 0.01% | 719 |
|
|
2022
Q1 | $894K | Sell |
34,320
-1,292
| -4% | -$33.7K | ﹤0.01% | 787 |
|
|
2021
Q4 | $839K | Buy |
35,612
+43
| +0.1% | +$1.01K | ﹤0.01% | 829 |
|
|
2021
Q3 | $890K | Buy |
35,569
+60
| +0.2% | +$1.5K | ﹤0.01% | 789 |
|
|
2021
Q2 | $834K | Sell |
35,509
-3
| -0% | -$70 | ﹤0.01% | 817 |
|
|
2021
Q1 | $776K | Sell |
35,512
-92
| -0.3% | -$2.01K | ﹤0.01% | 838 |
|
|
2020
Q4 | $565K | Sell |
35,604
-259
| -0.7% | -$4.11K | ﹤0.01% | 985 |
|
|
2020
Q3 | $584K | Sell |
35,863
-123
| -0.3% | -$2K | ﹤0.01% | 899 |
|
|
2020
Q2 | $514K | Sell |
35,986
-1,370
| -4% | -$19.6K | ﹤0.01% | 930 |
|
|
2020
Q1 | $526K | Buy |
37,356
+2,638
| +8% | +$37.1K | ﹤0.01% | 892 |
|
|
2019
Q4 | $815K | Sell |
34,718
-1,937
| -5% | -$45.5K | ﹤0.01% | 686 |
|
|
2019
Q3 | $865K | Sell |
36,655
-157
| -0.4% | -$3.71K | ﹤0.01% | 771 |
|
|
2019
Q2 | $1.08M | Buy |
36,812
+2,422
| +7% | +$71K | 0.01% | 712 |
|
|
2019
Q1 | $822K | Sell |
34,390
-103
| -0.3% | -$2.46K | ﹤0.01% | 789 |
|
|
2018
Q4 | $876K | Buy |
34,493
+34
| +0.1% | +$863 | 0.01% | 717 |
|
|
2018
Q3 | $887K | Buy |
34,459
+456
| +1% | +$11.7K | ﹤0.01% | 794 |
|
|
2018
Q2 | $774K | Sell |
34,003
-82
| -0.2% | -$1.87K | ﹤0.01% | 855 |
|
|
2018
Q1 | $867K | Sell |
34,085
-2,153
| -6% | -$54.8K | ﹤0.01% | 807 |
|
|
2017
Q4 | $951K | Sell |
36,238
-2,309
| -6% | -$60.6K | 0.01% | 784 |
|
|
2017
Q3 | $1.02M | Sell |
38,547
-3,931
| -9% | -$104K | 0.01% | 737 |
|
|
2017
Q2 | $1.31M | Sell |
42,478
-17,156
| -29% | -$530K | 0.01% | 661 |
|
|
2017
Q1 | $1.39M | Sell |
59,634
-1,745
| -3% | -$40.6K | 0.01% | 639 |
|
|
2016
Q4 | $1.41M | Sell |
61,379
-609
| -1% | -$14K | 0.01% | 661 |
|
|
2016
Q3 | $1.44M | Buy |
61,988
+13,350
| +27% | +$309K | 0.01% | 652 |
|
|
2016
Q2 | $1.12M | Sell |
48,638
-2,612
| -5% | -$60.1K | 0.01% | 736 |
|
|
2016
Q1 | $1.35M | Sell |
51,250
-3,248
| -6% | -$85.7K | 0.01% | 676 |
|
|
2015
Q4 | $1.82M | Sell |
54,498
-10,435
| -16% | -$348K | 0.01% | 594 |
|
|
2015
Q3 | $2.35M | Sell |
64,933
-51,511
| -44% | -$1.87M | 0.02% | 512 |
|
|
2015
Q2 | $3.45M | Buy |
116,444
+56,013
| +93% | +$1.66M | 0.02% | 457 |
|
|
2015
Q1 | $1.94M | Buy |
60,431
+11,790
| +24% | +$378K | 0.01% | 626 |
|
|
2014
Q4 | $1.64M | Sell |
48,641
-474
| -1% | -$16K | 0.01% | 679 |
|
|
2014
Q3 | $1.53M | Buy |
49,115
+46,497
| +1,776% | +$1.44M | 0.01% | 713 |
|
|
2014
Q2 | $87K | Sell |
2,618
-64
| -2% | -$2.13K | ﹤0.01% | 631 |
|
|
2014
Q1 | $81K | Sell |
2,682
-1,632
| -38% | -$49.3K | ﹤0.01% | 637 |
|
|
2013
Q4 | $126K | Sell |
4,314
-502
| -10% | -$14.7K | 0.01% | 543 |
|
|
2013
Q3 | $129K | Sell |
4,816
-1,276
| -21% | -$34.2K | 0.01% | 465 |
|
|
2013
Q2 | $169K | Buy |
+6,092
| New | +$169K | 0.01% | 415 |
|