Mutual of America Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.13M | Sell |
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|
2025
Q2 | $3.65M | Sell |
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|
2025
Q1 | $3.78M | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $4.79M | Sell |
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|
2024
Q2 | $4.33M | Sell |
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|
2024
Q1 | $4.08M | Sell |
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $4.27M | Sell |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $4.32M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $5.45M | Sell |
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|
2022
Q2 | $4.71M | Sell |
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|
2022
Q1 | $3.91M | Sell |
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|
2021
Q4 | $3.7M | Buy |
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|
2021
Q3 | $3.93M | Buy |
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|
2021
Q2 | $3.64M | Sell |
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|
2021
Q1 | $3.61M | Sell |
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|
2020
Q4 | $2.74M | Sell |
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|
2020
Q3 | $2.96M | Buy |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $614K | Sell |
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|
2019
Q3 | $634K | Sell |
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|
2019
Q2 | $798K | Sell |
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|
2019
Q1 | $663K | Buy |
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|
2018
Q4 | $685K | Buy |
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|
2018
Q3 | $684K | Sell |
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|
2018
Q2 | $615K | Buy |
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|
2018
Q1 | $679K | Sell |
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|
2017
Q4 | $822K | Buy |
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|
2017
Q3 | $790K | Buy |
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|
2017
Q2 | $784K | Buy |
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|
2017
Q1 | $475K | Sell |
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|
2016
Q4 | $566K | Sell |
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|
2016
Q3 | $673K | Buy |
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|
2016
Q2 | $602K | Sell |
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|
2016
Q1 | $798K | Buy |
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|
2015
Q4 | $883K | Sell |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $905K | Buy |
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|
2015
Q1 | $967K | Buy |
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|
2014
Q4 | $1M | Buy |
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|
2014
Q3 | $917K | Buy |
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|
2014
Q2 | $969K | Sell |
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|
2014
Q1 | $891K | Sell |
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|
2013
Q4 | $862K | Buy |
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|
2013
Q3 | $777K | Buy |
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|
2013
Q2 | $777K | Buy |
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