Northwestern Mutual Investment Management Company’s H&R Block HRB Stock Holding History

Northwestern Mutual Investment Management Company’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Buy	29,891 +130	+0.4%	+$7.14K	0.03%	341
2025 Q1	$1.63M	Sell	29,761 -697	-2%	-$38.3K	0.03%	331
2024 Q4	$1.61M	Sell	30,458 -512	-2%	-$27.1K	0.04%	351
2024 Q3	$1.97M	Sell	30,970 -172	-0.6%	-$10.9K	0.05%	257
2024 Q2	$1.69M	Buy	31,142 +23	+0.1%	+$1.25K	0.04%	286
2024 Q1	$1.53M	Sell	31,119 -902	-3%	-$44.3K	0.04%	349
2023 Q4	$1.55M	Sell	32,021 -1,753	-5%	-$84.8K	0.04%	311
2023 Q3	$1.45M	Sell	33,774 -69	-0.2%	-$2.97K	0.04%	289
2023 Q2	$1.08M	Buy	33,843 +60	+0.2%	+$1.91K	0.03%	437
2023 Q1	$1.19M	Buy	33,783 +19,395	+135%	+$684K	0.03%	363
2022 Q4	$525K	Sell	14,388 -8,661	-38%	-$316K	0.01%	479
2022 Q3	$981K	Sell	23,049 -3,665	-14%	-$156K	0.02%	321
2022 Q2	$944K	Sell	26,714 -614	-2%	-$21.7K	0.02%	394
2022 Q1	$712K	Sell	27,328 -1,786	-6%	-$46.5K	0.02%	633
2021 Q4	$686K	Sell	29,114 -299	-1%	-$7.05K	0.01%	699
2021 Q3	$735K	Sell	29,413 -803	-3%	-$20.1K	0.01%	638
2021 Q2	$709K	Sell	30,216 -380	-1%	-$8.92K	0.01%	658
2021 Q1	$667K	Sell	30,596 -32,469	-51%	-$708K	0.01%	672
2020 Q4	$1M	Buy	63,065 +52,492	+496%	+$832K	0.01%	637
2020 Q3	$151K	Hold	10,573	–	–	﹤0.01%	916
2020 Q2	$151K	Buy	10,573 +458	+5%	+$6.54K	﹤0.01%	918
2020 Q1	$142K	Buy	10,115 +2,530	+33%	+$35.5K	﹤0.01%	900
2019 Q4	$178K	Sell	7,585 -59	-0.8%	-$1.39K	﹤0.01%	906
2019 Q3	$181K	Sell	7,644 -67	-0.9%	-$1.59K	﹤0.01%	904
2019 Q2	$226K	Sell	7,711 -23,519	-75%	-$689K	0.01%	889
2019 Q1	$748K	Buy	31,230 +256	+0.8%	+$6.13K	0.01%	675
2018 Q4	$786K	Sell	30,974 -4,991	-14%	-$127K	0.01%	635
2018 Q3	$926K	Sell	35,965 -4,095	-10%	-$105K	0.01%	654
2018 Q2	$913K	Buy	40,060 +2,008	+5%	+$45.8K	0.01%	675
2018 Q1	$967K	Sell	38,052 -9,169	-19%	-$233K	0.02%	659
2017 Q4	$1.24M	Buy	47,221 +351	+0.7%	+$9.2K	0.02%	502
2017 Q3	$1.24M	Sell	46,870 -669	-1%	-$17.7K	0.02%	495
2017 Q2	$1.47M	Buy	47,539 +5,673	+14%	+$175K	0.02%	490
2017 Q1	$973K	Buy	41,866 +18,050	+76%	+$419K	0.02%	577
2016 Q4	$548K	Buy	23,816 +2,141	+10%	+$49.3K	0.01%	730
2016 Q3	$502K	Buy	21,675 +13,113	+153%	+$304K	0.01%	720
2016 Q2	$197K	Sell	8,562 -447	-5%	-$10.3K	﹤0.01%	869
2016 Q1	$238K	Sell	9,009 -25,996	-74%	-$687K	0.01%	844
2015 Q4	$1.17M	Sell	35,005 -5,462	-13%	-$182K	0.02%	331
2015 Q3	$1.47M	Buy	40,467 +1	+0%	+$36	0.03%	283
2015 Q2	$1.2M	Buy	40,466 +88	+0.2%	+$2.61K	0.02%	354
2015 Q1	$1.3M	Buy	+40,378	New	+$1.3M	0.03%	351