Occudo Quantitative Strategies’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
Sell
2025
Q1
$628K Sell
2024
Q4
$827K Buy
2024
Q2
Sell
2024
Q1
$308K Buy
2023
Q3
Sell
2023
Q2
$1.29M Sell
2023
Q1
$3.15M Buy
2022
Q4
Sell
2022
Q3
$1.03M Buy
2022
Q2
$346K Buy
2021
Q4
Sell
2021
Q3
$1.08M Buy
2021
Q2
$349K Buy
2021
Q1
$212K Buy