Mitsubishi UFJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6K | Buy |
430
+355
| +473% | +$19.5K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $4.12K | Hold |
75
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q4 | $4.04K | Hold |
75
| – | – | ﹤0.01% | 1485 |
|
|
2024
Q3 | $4.77K | Hold |
75
| – | – | ﹤0.01% | 1427 |
|
|
2024
Q2 | $4.07K | Hold |
75
| – | – | ﹤0.01% | 1429 |
|
|
2024
Q1 | $3.68K | Hold |
75
| – | – | ﹤0.01% | 1459 |
|
|
2023
Q4 | $3.55K | Sell |
75
-10,648
| -99% | -$503K | ﹤0.01% | 1442 |
|
|
2023
Q3 | $462K | Sell |
10,723
-1,853
| -15% | -$79.8K | ﹤0.01% | 907 |
|
|
2023
Q2 | $401K | Buy |
12,576
+664
| +6% | +$21.2K | ﹤0.01% | 956 |
|
|
2023
Q1 | $420K | Buy |
11,912
+1,351
| +13% | +$47.6K | ﹤0.01% | 935 |
|
|
2022
Q4 | $370K | Buy |
+10,561
| New | +$370K | ﹤0.01% | 964 |
|
|
2022
Q3 | – | Sell |
-14,907
| Closed | -$527K | – | 1132 |
|
|
2022
Q2 | $527K | Buy |
+14,907
| New | +$527K | ﹤0.01% | 895 |
|
|
2020
Q3 | – | Sell |
-13,221
| Closed | -$189K | – | 1010 |
|
|
2020
Q2 | $189K | Buy |
13,221
+3,120
| +31% | +$44.6K | ﹤0.01% | 901 |
|
|
2020
Q1 | $142K | Buy |
10,101
+1,512
| +18% | +$21.3K | ﹤0.01% | 894 |
|
|
2019
Q4 | $201K | Sell |
8,589
-26,964
| -76% | -$631K | ﹤0.01% | 869 |
|
|
2019
Q3 | $840K | Buy |
35,553
+348
| +1% | +$8.22K | 0.01% | 665 |
|
|
2019
Q2 | $1.03M | Buy |
35,205
+6,163
| +21% | +$181K | 0.02% | 626 |
|
|
2019
Q1 | $695K | Buy |
29,042
+4,216
| +17% | +$101K | 0.01% | 666 |
|
|
2018
Q4 | $613K | Sell |
24,826
-3,134
| -11% | -$77.4K | 0.02% | 640 |
|
|
2018
Q3 | $720K | Sell |
27,960
-3,373
| -11% | -$86.9K | 0.01% | 659 |
|
|
2018
Q2 | $714K | Sell |
31,333
-205
| -0.7% | -$4.67K | 0.02% | 653 |
|
|
2018
Q1 | $801K | Buy |
31,538
+170
| +0.5% | +$4.32K | 0.02% | 624 |
|
|
2017
Q4 | $836K | Buy |
31,368
+658
| +2% | +$17.5K | 0.02% | 627 |
|
|
2017
Q3 | $813K | Buy |
30,710
+812
| +3% | +$21.5K | 0.02% | 612 |
|
|
2017
Q2 | $924K | Sell |
29,898
-5,112
| -15% | -$158K | 0.02% | 593 |
|
|
2017
Q1 | $814K | Buy |
35,010
+410
| +1% | +$9.53K | 0.02% | 624 |
|
|
2016
Q4 | $793K | Sell |
34,600
-201
| -0.6% | -$4.61K | 0.02% | 625 |
|
|
2016
Q3 | $806K | Sell |
34,801
-242
| -0.7% | -$5.61K | 0.02% | 611 |
|
|
2016
Q2 | $806K | Buy |
35,043
+1,007
| +3% | +$23.2K | 0.02% | 594 |
|
|
2016
Q1 | $899K | Buy |
34,036
+2,710
| +9% | +$71.6K | 0.02% | 565 |
|
|
2015
Q4 | $1.04M | Sell |
31,326
-3,005
| -9% | -$100K | 0.03% | 508 |
|
|
2015
Q3 | $1.24M | Sell |
34,331
-348
| -1% | -$12.6K | 0.04% | 445 |
|
|
2015
Q2 | $1.03M | Sell |
34,679
-32,129
| -48% | -$952K | 0.03% | 542 |
|
|
2015
Q1 | $2.14M | Buy |
66,808
+27,914
| +72% | +$895K | 0.06% | 330 |
|
|
2014
Q4 | $1.29M | Sell |
38,894
-5,602
| -13% | -$185K | 0.04% | 474 |
|
|
2014
Q3 | $1.38M | Sell |
44,496
-8,497
| -16% | -$264K | 0.04% | 465 |
|
|
2014
Q2 | $1.78M | Sell |
52,993
-668
| -1% | -$22.4K | 0.05% | 422 |
|
|
2014
Q1 | $1.62M | Buy |
53,661
+2,928
| +6% | +$88.4K | 0.04% | 445 |
|
|
2013
Q4 | $1.49M | Sell |
50,733
-12,011
| -19% | -$352K | 0.04% | 464 |
|
|
2013
Q3 | $1.67M | Buy |
62,744
+4,144
| +7% | +$110K | 0.04% | 462 |
|
|
2013
Q2 | $1.63M | Buy |
+58,600
| New | +$1.63M | 0.05% | 445 |
|