Neuberger Berman Group’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
28,871
+19,067
| +194% | +$1.05M | ﹤0.01% | 1206 |
|
|
2025
Q1 | $538K | Sell |
9,804
-1,338
| -12% | -$73.5K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $589K | Buy |
11,142
+3,207
| +40% | +$169K | ﹤0.01% | 1477 |
|
|
2024
Q3 | $504K | Sell |
7,935
-1,580
| -17% | -$100K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $516K | Buy |
9,515
+2,917
| +44% | +$158K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $324K | Buy |
6,598
+220
| +3% | +$10.8K | ﹤0.01% | 1615 |
|
|
2023
Q4 | $309K | Buy |
6,378
+90
| +1% | +$4.35K | ﹤0.01% | 1641 |
|
|
2023
Q3 | $271K | Sell |
6,288
-1,667
| -21% | -$71.8K | ﹤0.01% | 1622 |
|
|
2023
Q2 | $254K | Sell |
7,955
-18,845
| -70% | -$601K | ﹤0.01% | 1647 |
|
|
2023
Q1 | $945K | Buy |
26,800
+4,770
| +22% | +$168K | ﹤0.01% | 1268 |
|
|
2022
Q4 | $804K | Buy |
22,030
+10,445
| +90% | +$381K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $493K | Sell |
11,585
-21,981
| -65% | -$935K | ﹤0.01% | 1471 |
|
|
2022
Q2 | $1.19M | Buy |
+33,566
| New | +$1.19M | ﹤0.01% | 1235 |
|
|
2021
Q3 | – | Sell |
-12,054
| Closed | -$283K | – | 1778 |
|
|
2021
Q2 | $283K | Buy |
+12,054
| New | +$283K | ﹤0.01% | 1631 |
|
|
2020
Q2 | – | Sell |
-12,914
| Closed | -$182K | – | 1554 |
|
|
2020
Q1 | $182K | Sell |
12,914
-2,016
| -14% | -$28.4K | ﹤0.01% | 1434 |
|
|
2019
Q4 | $350K | Buy |
14,930
+193
| +1% | +$4.52K | ﹤0.01% | 1352 |
|
|
2019
Q3 | $348K | Sell |
14,737
-6,130
| -29% | -$145K | ﹤0.01% | 1342 |
|
|
2019
Q2 | $611K | Buy |
20,867
+2,006
| +11% | +$58.7K | ﹤0.01% | 1253 |
|
|
2019
Q1 | $452K | Buy |
+18,861
| New | +$452K | ﹤0.01% | 1274 |
|
|
2018
Q3 | – | Sell |
-36,386
| Closed | -$854K | – | 1645 |
|
|
2018
Q2 | $854K | Buy |
36,386
+15,908
| +78% | +$373K | ﹤0.01% | 1277 |
|
|
2018
Q1 | $545K | Buy |
20,478
+4,469
| +28% | +$119K | ﹤0.01% | 1327 |
|
|
2017
Q4 | $420K | Buy |
+16,009
| New | +$420K | ﹤0.01% | 1444 |
|
|
2016
Q1 | – | Sell |
-21,218
| Closed | -$707K | – | 1497 |
|
|
2015
Q4 | $707K | Sell |
21,218
-827,056
| -97% | -$27.6M | ﹤0.01% | 1195 |
|
|
2015
Q3 | $30.7M | Sell |
848,274
-49,563
| -6% | -$1.79M | 0.04% | 508 |
|
|
2015
Q2 | $26.6M | Sell |
897,837
-44,892
| -5% | -$1.33M | 0.03% | 601 |
|
|
2015
Q1 | $30.2M | Sell |
942,729
-14,468
| -2% | -$464K | 0.03% | 565 |
|
|
2014
Q4 | $32.2M | Sell |
957,197
-38,232
| -4% | -$1.29M | 0.03% | 524 |
|
|
2014
Q3 | $30.9M | Sell |
995,429
-76,155
| -7% | -$2.36M | 0.03% | 548 |
|
|
2014
Q2 | $35.9M | Buy |
1,071,584
+796,604
| +290% | +$26.7M | 0.04% | 511 |
|
|
2014
Q1 | $8.3M | Buy |
+274,980
| New | +$8.3M | 0.01% | 840 |
|