Mork Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-43,290
| Closed | -$1.58M | – | 121 |
|
|
2022
Q4 | $1.58M | Hold |
43,290
| – | – | 1.21% | 14 |
|
|
2022
Q3 | $1.84M | Hold |
43,290
| – | – | 1.81% | 4 |
|
|
2022
Q2 | $1.53M | Hold |
43,290
| – | – | 1.4% | 12 |
|
|
2022
Q1 | $1.13M | Sell |
43,290
-21,210
| -33% | -$552K | 1.02% | 41 |
|
|
2021
Q4 | $1.52M | Hold |
64,500
| – | – | 1.03% | 29 |
|
|
2021
Q3 | $1.61M | Hold |
64,500
| – | – | 1.38% | 25 |
|
|
2021
Q2 | $1.51M | Hold |
64,500
| – | – | 1.09% | 36 |
|
|
2021
Q1 | $1.41M | Hold |
64,500
| – | – | 1.07% | 36 |
|
|
2020
Q4 | $1.02M | Buy |
+64,500
| New | +$1.02M | 0.75% | 57 |
|
|
2015
Q1 | – | Sell |
-22,300
| Closed | -$751K | – | 126 |
|
|
2014
Q4 | $751K | Buy |
+22,300
| New | +$751K | 0.57% | 54 |
|