Meiji Yasuda Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,435
| Closed | -$218K | – | 687 |
|
2024
Q3 | $218K | Buy |
+3,435
| New | +$218K | 0.01% | 631 |
|
2018
Q2 | – | Sell |
-19,690
| Closed | -$500K | – | 497 |
|
2018
Q1 | $500K | Buy |
+19,690
| New | +$500K | 0.05% | 369 |
|
2017
Q2 | – | Sell |
-18,590
| Closed | -$432K | – | 491 |
|
2017
Q1 | $432K | Buy |
18,590
+1,700
| +10% | +$39.5K | 0.05% | 375 |
|
2016
Q4 | $388K | Buy |
16,890
+800
| +5% | +$18.4K | 0.04% | 382 |
|
2016
Q3 | $372K | Buy |
+16,090
| New | +$372K | 0.04% | 371 |
|