Mutual of America 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
66,578
-2,313
| -3% | -$127K | 0.04% | 568 |
|
|
2025
Q1 | $3.78M | Sell |
68,891
-3,503
| -5% | -$192K | 0.04% | 546 |
|
|
2024
Q4 | $3.83M | Sell |
72,394
-3,051
| -4% | -$161K | 0.04% | 580 |
|
|
2024
Q3 | $4.79M | Sell |
75,445
-4,443
| -6% | -$282K | 0.05% | 490 |
|
|
2024
Q2 | $4.33M | Sell |
79,888
-3,247
| -4% | -$176K | 0.05% | 522 |
|
|
2024
Q1 | $4.08M | Sell |
83,135
-6,001
| -7% | -$295K | 0.04% | 584 |
|
|
2023
Q4 | $4.31M | Sell |
89,136
-9,949
| -10% | -$481K | 0.05% | 540 |
|
|
2023
Q3 | $4.27M | Sell |
99,085
-11,396
| -10% | -$491K | 0.05% | 493 |
|
|
2023
Q2 | $3.52M | Sell |
110,481
-12,115
| -10% | -$386K | 0.04% | 652 |
|
|
2023
Q1 | $4.32M | Sell |
122,596
-5,156
| -4% | -$182K | 0.05% | 538 |
|
|
2022
Q4 | $4.66M | Sell |
127,752
-453
| -0.4% | -$16.5K | 0.06% | 485 |
|
|
2022
Q3 | $5.45M | Sell |
128,205
-5,300
| -4% | -$225K | 0.07% | 354 |
|
|
2022
Q2 | $4.72M | Sell |
133,505
-16,543
| -11% | -$584K | 0.06% | 467 |
|
|
2022
Q1 | $3.91M | Sell |
150,048
-7,065
| -4% | -$184K | 0.04% | 673 |
|
|
2021
Q4 | $3.7M | Buy |
157,113
+59
| +0% | +$1.39K | 0.04% | 719 |
|
|
2021
Q3 | $3.93M | Buy |
157,054
+2,165
| +1% | +$54.1K | 0.04% | 660 |
|
|
2021
Q2 | $3.64M | Sell |
154,889
-10,693
| -6% | -$251K | 0.04% | 701 |
|
|
2021
Q1 | $3.61M | Sell |
165,582
-7,029
| -4% | -$153K | 0.04% | 698 |
|
|
2020
Q4 | $2.74M | Sell |
172,611
-9,017
| -5% | -$143K | 0.03% | 783 |
|
|
2020
Q3 | $2.96M | Buy |
181,628
+154,938
| +581% | +$2.52M | 0.04% | 622 |
|
|
2020
Q2 | $381K | Sell |
26,690
-6
| -0% | -$86 | 0.01% | 1124 |
|
|
2020
Q1 | $376K | Buy |
26,696
+560
| +2% | +$7.89K | 0.01% | 1112 |
|
|
2019
Q4 | $614K | Sell |
26,136
-707
| -3% | -$16.6K | 0.01% | 1119 |
|
|
2019
Q3 | $634K | Sell |
26,843
-395
| -1% | -$9.33K | 0.01% | 1108 |
|
|
2019
Q2 | $798K | Sell |
27,238
-467
| -2% | -$13.7K | 0.01% | 1102 |
|
|
2019
Q1 | $663K | Buy |
27,705
+689
| +3% | +$16.5K | 0.01% | 1113 |
|
|
2018
Q4 | $685K | Buy |
27,016
+440
| +2% | +$11.2K | 0.01% | 1098 |
|
|
2018
Q3 | $684K | Sell |
26,576
-429
| -2% | -$11K | 0.01% | 1128 |
|
|
2018
Q2 | $615K | Buy |
27,005
+281
| +1% | +$6.4K | 0.01% | 1138 |
|
|
2018
Q1 | $679K | Sell |
26,724
-4,616
| -15% | -$117K | 0.01% | 1112 |
|
|
2017
Q4 | $822K | Buy |
31,340
+1,493
| +5% | +$39.2K | 0.01% | 1105 |
|
|
2017
Q3 | $790K | Buy |
29,847
+4,470
| +18% | +$118K | 0.01% | 1102 |
|
|
2017
Q2 | $784K | Buy |
25,377
+4,932
| +24% | +$152K | 0.01% | 1090 |
|
|
2017
Q1 | $475K | Sell |
20,445
-4,161
| -17% | -$96.7K | 0.01% | 1132 |
|
|
2016
Q4 | $566K | Sell |
24,606
-4,448
| -15% | -$102K | 0.01% | 1110 |
|
|
2016
Q3 | $673K | Buy |
29,054
+2,871
| +11% | +$66.5K | 0.01% | 1085 |
|
|
2016
Q2 | $602K | Sell |
26,183
-4,026
| -13% | -$92.6K | 0.01% | 1094 |
|
|
2016
Q1 | $798K | Buy |
30,209
+3,709
| +14% | +$98K | 0.02% | 1057 |
|
|
2015
Q4 | $883K | Sell |
26,500
-4,380
| -14% | -$146K | 0.02% | 1024 |
|
|
2015
Q3 | $1.12M | Buy |
30,880
+374
| +1% | +$13.5K | 0.03% | 930 |
|
|
2015
Q2 | $905K | Buy |
30,506
+365
| +1% | +$10.8K | 0.02% | 1042 |
|
|
2015
Q1 | $967K | Buy |
30,141
+336
| +1% | +$10.8K | 0.02% | 1012 |
|
|
2014
Q4 | $1M | Buy |
29,805
+232
| +0.8% | +$7.82K | 0.02% | 997 |
|
|
2014
Q3 | $917K | Buy |
29,573
+659
| +2% | +$20.4K | 0.02% | 1013 |
|
|
2014
Q2 | $969K | Sell |
28,914
-589
| -2% | -$19.7K | 0.02% | 1012 |
|
|
2014
Q1 | $891K | Sell |
29,503
-174
| -0.6% | -$5.26K | 0.02% | 1017 |
|
|
2013
Q4 | $862K | Buy |
29,677
+523
| +2% | +$15.2K | 0.02% | 1022 |
|
|
2013
Q3 | $777K | Buy |
29,154
+1,136
| +4% | +$30.3K | 0.02% | 1008 |
|
|
2013
Q2 | $777K | Buy |
+28,018
| New | +$777K | 0.02% | 970 |
|