Managed Account Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $15M | Buy |
506,301
+21,962
| +5% | +$651K | 0.01% | 876 |
|
|
2015
Q1 | $15.5M | Buy |
484,339
+20,279
| +4% | +$650K | 0.01% | 860 |
|
|
2014
Q4 | $15.6M | Buy |
464,060
+232,032
| +100% | +$7.81M | 0.02% | 825 |
|
|
2014
Q3 | $7.2M | Buy |
232,028
+48,015
| +26% | +$1.49M | 0.01% | 1198 |
|
|
2014
Q2 | $6.17M | Buy |
184,013
+54,685
| +42% | +$1.83M | 0.01% | 1266 |
|
|
2014
Q1 | $3.9M | Buy |
129,328
+96,619
| +295% | +$2.92M | 0.01% | 1437 |
|
|
2013
Q4 | $950K | Sell |
32,709
-5,327
| -14% | -$155K | ﹤0.01% | 1929 |
|
|
2013
Q3 | $1.01M | Buy |
38,036
+12,355
| +48% | +$329K | ﹤0.01% | 1887 |
|
|
2013
Q2 | $713K | Buy |
+25,681
| New | +$713K | ﹤0.01% | 1937 |
|