Nomura Asset 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 | $45.6K | Hold |
830
| – | – | ﹤0.01% | 1148 |
|
|
2025
Q1 | $45.6K | Sell |
830
-260
| -24% | -$14.3K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $57.6K | Hold |
1,090
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q3 | $69.3K | Hold |
1,090
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $59.1K | Hold |
1,090
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q1 | $53.5K | Hold |
1,090
| – | – | ﹤0.01% | 1042 |
|
|
2023
Q4 | $52.7K | Hold |
1,090
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q3 | $46.9K | Hold |
1,090
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q2 | $34.7K | Sell |
1,090
-82,580
| -99% | -$2.63M | ﹤0.01% | 1155 |
|
|
2023
Q1 | $2.95M | Sell |
83,670
-770
| -0.9% | -$27.1K | 0.02% | 608 |
|
|
2022
Q4 | $3.08M | Hold |
84,440
| – | – | 0.02% | 579 |
|
|
2022
Q3 | $3.59M | Buy |
84,440
+82,580
| +4,440% | +$3.51M | 0.02% | 507 |
|
|
2022
Q2 | $65.7K | Hold |
1,860
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q1 | $48.4K | Buy |
+1,860
| New | +$48.4K | ﹤0.01% | 1095 |
|
|
2020
Q1 | – | Sell |
-21,083
| Closed | -$495K | – | 979 |
|
|
2019
Q4 | $495K | Sell |
21,083
-32,865
| -61% | -$772K | ﹤0.01% | 866 |
|
|
2019
Q3 | $1.28M | Buy |
53,948
+1,686
| +3% | +$39.8K | 0.01% | 725 |
|
|
2019
Q2 | $1.53M | Buy |
52,262
+6,495
| +14% | +$190K | 0.02% | 676 |
|
|
2019
Q1 | $1.1M | Buy |
45,767
+10,149
| +28% | +$243K | 0.01% | 741 |
|
|
2018
Q4 | $904K | Buy |
35,618
+4,270
| +14% | +$108K | 0.01% | 724 |
|
|
2018
Q3 | $807K | Sell |
31,348
-10,062
| -24% | -$259K | 0.01% | 782 |
|
|
2018
Q2 | $943K | Hold |
41,410
| – | – | 0.01% | 761 |
|
|
2018
Q1 | $1.05M | Buy |
41,410
+11,010
| +36% | +$280K | 0.01% | 725 |
|
|
2017
Q4 | $797K | Buy |
30,400
+90
| +0.3% | +$2.36K | 0.01% | 776 |
|
|
2017
Q3 | $802K | Buy |
30,310
+1,170
| +4% | +$31K | 0.01% | 746 |
|
|
2017
Q2 | $900K | Buy |
29,140
+500
| +2% | +$15.4K | 0.01% | 707 |
|
|
2017
Q1 | $666K | Sell |
28,640
-1,140
| -4% | -$26.5K | 0.01% | 777 |
|
|
2016
Q4 | $685K | Buy |
29,780
+1,200
| +4% | +$27.6K | 0.01% | 764 |
|
|
2016
Q3 | $662K | Hold |
28,580
| – | – | 0.01% | 764 |
|
|
2016
Q2 | $657K | Hold |
28,580
| – | – | 0.01% | 749 |
|
|
2016
Q1 | $755K | Buy |
28,580
+1,090
| +4% | +$28.8K | 0.01% | 710 |
|
|
2015
Q4 | $916K | Sell |
27,490
-4,800
| -15% | -$160K | 0.02% | 632 |
|
|
2015
Q3 | $1.17M | Buy |
32,290
+1,100
| +4% | +$39.8K | 0.02% | 538 |
|
|
2015
Q2 | $925K | Hold |
31,190
| – | – | 0.02% | 634 |
|
|
2015
Q1 | $1M | Sell |
31,190
-1,460
| -4% | -$46.8K | 0.02% | 613 |
|
|
2014
Q4 | $1.1M | Hold |
32,650
| – | – | 0.02% | 569 |
|
|
2014
Q3 | $1.01M | Sell |
32,650
-500
| -2% | -$15.5K | 0.02% | 568 |
|
|
2014
Q2 | $1.11M | Buy |
33,150
+200
| +0.6% | +$6.7K | 0.02% | 544 |
|
|
2014
Q1 | $995K | Sell |
32,950
-3,100
| -9% | -$93.6K | 0.02% | 563 |
|
|
2013
Q4 | $1.05M | Sell |
36,050
-2,010
| -5% | -$58.4K | 0.02% | 540 |
|
|
2013
Q3 | $1.02M | Sell |
38,060
-6,392
| -14% | -$170K | 0.02% | 549 |
|
|
2013
Q2 | $1.23M | Buy |
+44,452
| New | +$1.23M | 0.02% | 519 |
|