MUFG Americas’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,524
| Closed | -$40K | – | 766 |
|
|
2022
Q1 | $40K | Hold |
1,524
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $36K | Hold |
1,524
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $38K | Hold |
1,524
| – | – | ﹤0.01% | 560 |
|
|
2021
Q2 | $36K | Hold |
1,524
| – | – | ﹤0.01% | 523 |
|
|
2021
Q1 | $33K | Hold |
1,524
| – | – | ﹤0.01% | 536 |
|
|
2020
Q4 | $24K | Hold |
1,524
| – | – | ﹤0.01% | 556 |
|
|
2020
Q3 | $25K | Hold |
1,524
| – | – | ﹤0.01% | 541 |
|
|
2020
Q2 | $22K | Buy |
+1,524
| New | +$22K | ﹤0.01% | 570 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 771 |
|
|
2019
Q3 | – | Sell |
-327
| Closed | -$10K | – | 789 |
|
|
2019
Q2 | $10K | Sell |
327
-41
| -11% | -$1.25K | ﹤0.01% | 696 |
|
|
2019
Q1 | $9K | Buy |
+368
| New | +$9K | ﹤0.01% | 801 |
|
|
2016
Q4 | – | Sell |
-62
| Closed | -$1K | – | 1130 |
|
|
2016
Q3 | $1K | Sell |
62
-260
| -81% | -$4.19K | ﹤0.01% | 1092 |
|
|
2016
Q2 | $7K | Buy |
322
+260
| +419% | +$5.65K | ﹤0.01% | 941 |
|
|
2016
Q1 | $2K | Sell |
62
-1,800
| -97% | -$58.1K | ﹤0.01% | 1104 |
|
|
2015
Q4 | $62K | Sell |
1,862
-120
| -6% | -$4K | ﹤0.01% | 555 |
|
|
2015
Q3 | $72K | Sell |
1,982
-241
| -11% | -$8.76K | ﹤0.01% | 562 |
|
|
2015
Q2 | $66K | Sell |
2,223
-1,685
| -43% | -$50K | ﹤0.01% | 576 |
|
|
2015
Q1 | $125K | Sell |
3,908
-8,801
| -69% | -$282K | ﹤0.01% | 534 |
|
|
2014
Q4 | $430K | Buy |
12,709
+1,679
| +15% | +$56.8K | 0.01% | 400 |
|
|
2014
Q3 | $360K | Buy |
11,030
+9,230
| +513% | +$301K | 0.01% | 416 |
|
|
2014
Q2 | $60K | Hold |
1,800
| – | – | ﹤0.01% | 642 |
|
|
2014
Q1 | $54K | Hold |
1,800
| – | – | ﹤0.01% | 652 |
|
|
2013
Q4 | $52K | Hold |
1,800
| – | – | ﹤0.01% | 672 |
|
|
2013
Q3 | $48K | Hold |
1,800
| – | – | ﹤0.01% | 722 |
|
|
2013
Q2 | $50K | Buy |
+1,800
| New | +$50K | ﹤0.01% | 1148 |
|