Neuberger Berman Group’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
Q2 | $1.58M | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $945K | Buy |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $283K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $348K | Sell |
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|
2019
Q2 | $611K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $854K | Buy |
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|
2018
Q1 | $545K | Buy |
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|
2017
Q4 | $420K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $707K | Sell |
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|
2015
Q3 | $30.7M | Sell |
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|
2015
Q2 | $26.6M | Sell |
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|
2015
Q1 | $30.2M | Sell |
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|
2014
Q4 | $32.2M | Sell |
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|
2014
Q3 | $30.9M | Sell |
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|
2014
Q2 | $35.9M | Buy |
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|
2014
Q1 | $8.3M | Buy |
|