North Star Investment 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 | $100K | Buy |
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|
2025
Q2 | $109K | Buy |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $126K | Buy |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $97.1K | Buy |
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|
2023
Q4 | $95.6K | Buy |
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|
2023
Q3 | $85K | Buy |
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|
2023
Q2 | $62.9K | Buy |
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|
2023
Q1 | $69.5K | Buy |
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|
2022
Q4 | $71.9K | Buy |
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|
2022
Q3 | $84K | Buy |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $57K | Hold |
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|
2018
Q4 | $61K | Hold |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $63K | Hold |
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|
2017
Q3 | $64K | Hold |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $65K | Hold |
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|
2016
Q2 | $64K | Hold |
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|
2016
Q1 | $74K | Hold |
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|
2015
Q4 | $93K | Sell |
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|
2015
Q3 | $116K | Hold |
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|
2015
Q2 | $95K | Hold |
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|
2015
Q1 | $103K | Hold |
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|
2014
Q4 | $108K | Buy |
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|
2014
Q3 | $87K | Hold |
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|
2014
Q2 | $94K | Hold |
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|
2014
Q1 | $85K | Buy |
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