Massachusetts Financial Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-74,339
| Closed | -$3.2M | – | 852 |
|
|
2023
Q3 | $3.2M | Hold |
74,339
| – | – | ﹤0.01% | 681 |
|
|
2023
Q2 | $2.37M | Buy |
74,339
+578
| +0.8% | +$18.4K | ﹤0.01% | 686 |
|
|
2023
Q1 | $2.6M | Buy |
73,761
+28,942
| +65% | +$1.02M | ﹤0.01% | 688 |
|
|
2022
Q4 | $1.64M | Buy |
+44,819
| New | +$1.64M | ﹤0.01% | 744 |
|
|
2017
Q4 | – | Sell |
-254,570
| Closed | -$6.74M | – | 855 |
|
|
2017
Q3 | $6.74M | Buy |
+254,570
| New | +$6.74M | ﹤0.01% | 642 |
|