Nuveen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Sell |
407,885
-273,824
| -40% | -$9.54M | ﹤0.01% | 1408 |
|
|
2025
Q4 | $29.7M | Sell |
681,709
-11,236
| -2% | -$525K | 0.01% | 916 |
|
|
2025
Q3 | $35M | Buy |
692,945
+180,182
| +35% | +$9.52M | 0.01% | 797 |
|
|
2025
Q2 | $28.1M | Sell |
512,763
-315,633
| -38% | -$18.2M | 0.01% | 900 |
|
|
2025
Q1 | $7.65M | Buy |
828,396
+179,035
| +28% | +$9.57M | ﹤0.01% | 1707 |
|
|
2024
Q4 | $34.3M | Sell |
649,361
-137,493
| -17% | -$8.08M | 0.01% | 849 |
|
|
2024
Q3 | $50.1M | Sell |
786,854
-51,834
| -6% | -$3.09M | 0.01% | 654 |
|
|
2024
Q2 | $45.5M | Sell |
838,688
-19,806
| -2% | -$986K | 0.01% | 668 |
|
|
2024
Q1 | $42.2M | Buy |
858,494
+10,402
| +1% | +$494K | 0.01% | 715 |
|
|
2023
Q4 | $41M | Sell |
848,092
-54,236
| -6% | -$2.42M | 0.01% | 700 |
|
|
2023
Q3 | $38.9M | Buy |
902,328
+25,997
| +3% | +$960K | 0.01% | 669 |
|
|
2023
Q2 | $27.9M | Buy |
876,331
+239,973
| +38% | +$7.75M | 0.01% | 866 |
|
|
2023
Q1 | $22.4M | Sell |
636,358
-21,761
| -3% | -$805K | 0.01% | 965 |
|
|
2022
Q4 | $24M | Sell |
658,119
-31,633
| -5% | -$1.29M | 0.01% | 915 |
|
|
2022
Q3 | $29.3M | Buy |
689,752
+84,358
| +14% | +$3.57M | 0.01% | 770 |
|
|
2022
Q2 | $21.4M | Buy |
605,394
+4,855
| +0.8% | +$150K | 0.01% | 1009 |
|
|
2022
Q1 | $15.6M | Sell |
600,539
-328,142
| -35% | -$7.97M | 0.01% | 1348 |
|
|
2021
Q4 | $21.9M | Sell |
928,681
-75,236
| -7% | -$1.82M | 0.01% | 1170 |
|
|
2021
Q3 | $25.1M | Sell |
1,003,917
-349,532
| -26% | -$8.71M | 0.01% | 1108 |
|
|
2021
Q2 | $31.8M | Buy |
1,353,449
+304,590
| +29% | +$7.21M | 0.01% | 1031 |
|
|
2021
Q1 | $22.9M | Sell |
1,048,859
-100,001
| -9% | -$1.89M | 0.01% | 1215 |
|
|
2020
Q4 | $18.2M | Sell |
1,148,860
-28,506
| -2% | -$492K | 0.01% | 1320 |
|
|
2020
Q3 | $19.2M | Buy |
1,177,366
+30,901
| +3% | +$454K | 0.01% | 1085 |
|
|
2020
Q2 | $16.4M | Buy |
1,146,465
+257,438
| +29% | +$4.07M | 0.01% | 1164 |
|
|
2020
Q1 | $12.5M | Sell |
889,027
-166,654
| -16% | -$3.49M | 0.01% | 1161 |
|
|
2019
Q4 | $24.8M | Sell |
1,055,681
-24,159
| -2% | -$580K | 0.01% | 1048 |
|
|
2019
Q3 | $25.5M | Sell |
1,079,840
-920,312
| -46% | -$24.4M | 0.01% | 997 |
|
|
2019
Q2 | $58.6M | Buy |
2,000,152
+795,172
| +66% | +$21.4M | 0.02% | 598 |
|
|
2019
Q1 | $28.8M | Buy |
1,204,980
+145,899
| +14% | +$3.59M | 0.15% | 200 |
|
|
2018
Q4 | $26.9M | Buy |
1,059,081
+34,030
| +3% | +$908K | 0.17% | 181 |
|
|
2018
Q3 | $26.4M | Buy |
1,025,051
+868,925
| +557% | +$22M | 0.14% | 234 |
|
|
2018
Q2 | $3.56M | Buy |
+156,126
| New | +$4.14M | 0.02% | 516 |
|
|
2018
Q1 | – | Sell |
-547,567
| Closed | -$14.4M | – | 1106 |
|
|
2017
Q4 | $14.4M | Buy |
547,567
+43,607
| +9% | +$1.13M | 0.09% | 319 |
|
|
2017
Q3 | $13.3M | Buy |
503,960
+455,410
| +938% | +$13.2M | 0.09% | 332 |
|
|
2017
Q2 | $1.5M | Buy |
48,550
+37,698
| +347% | +$989K | 0.01% | 665 |
|
|
2017
Q1 | $252K | Sell |
10,852
-19,763
| -65% | -$442K | ﹤0.01% | 1289 |
|
|
2016
Q4 | $704K | Buy |
30,615
+14,719
| +93% | +$337K | ﹤0.01% | 1246 |
|
|
2016
Q3 | $368K | Buy |
15,896
+334
| +2% | +$7.82K | ﹤0.01% | 1298 |
|
|
2016
Q2 | $358K | Sell |
15,562
-306
| -2% | -$6.8K | ﹤0.01% | 1222 |
|
|
2016
Q1 | $419 | Hold |
15,868
| – | – | ﹤0.01% | 1252 |
|
|
2015
Q4 | $529 | Sell |
15,868
-2,976
| -16% | -$106K | ﹤0.01% | 1265 |
|
|
2015
Q3 | $682 | Buy |
18,844
+418
| +2% | +$14.2K | ﹤0.01% | 1232 |
|
|
2015
Q2 | $546 | Sell |
18,426
-12,900
| -41% | -$405K | ﹤0.01% | 1336 |
|
|
2015
Q1 | $1M | Buy |
31,326
+11,305
| +56% | +$379K | 0.01% | 1162 |
|
|
2014
Q4 | $674K | Sell |
20,021
-4,265
| -18% | -$137K | ﹤0.01% | 1306 |
|
|
2014
Q3 | $753K | Buy |
24,286
+5,100
| +27% | +$166K | ﹤0.01% | 1238 |
|
|
2014
Q2 | $643K | Sell |
19,186
-782
| -4% | -$23.3K | ﹤0.01% | 1311 |
|
|
2014
Q1 | $603K | Sell |
19,968
-334
| -2% | -$10K | ﹤0.01% | 1307 |
|
|
2013
Q4 | $590K | Sell |
20,302
-19,079
| -48% | -$542K | ﹤0.01% | 1276 |
|
|
2013
Q3 | $1.05M | Sell |
39,381
-200
| -0.5% | -$5.82K | 0.01% | 1080 |
|
|
2013
Q2 | $1.1M | Buy |
+39,581
| New | +$1.13M | 0.01% | 987 |
|
Other funds holding HRB
VPM
VCM
