Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$16K | – | 859 |
|
|
2022
Q1 | $16K | Hold |
600
| – | – | 0.01% | 588 |
|
|
2021
Q4 | $14K | Hold |
600
| – | – | 0.01% | 636 |
|
|
2021
Q3 | $15K | Hold |
600
| – | – | 0.01% | 629 |
|
|
2021
Q2 | $14K | Sell |
600
-350
| -37% | -$8.29K | ﹤0.01% | 711 |
|
|
2021
Q1 | $21K | Sell |
950
-160
| -14% | -$3.02K | 0.01% | 655 |
|
|
2020
Q4 | $18K | Sell |
1,110
-616
| -36% | -$10.6K | 0.01% | 636 |
|
|
2020
Q3 | $28K | Sell |
1,726
-1,294
| -43% | -$19K | 0.01% | 545 |
|
|
2020
Q2 | $43K | Sell |
3,020
-330
| -10% | -$5.21K | 0.02% | 464 |
|
|
2020
Q1 | $47K | Sell |
3,350
-2,350
| -41% | -$49.2K | 0.02% | 441 |
|
|
2019
Q4 | $134K | Sell |
5,700
-1,500
| -21% | -$36K | 0.04% | 341 |
|
|
2019
Q3 | $170K | Sell |
7,200
-1,100
| -13% | -$29.1K | 0.05% | 295 |
|
|
2019
Q2 | $243K | Hold |
8,300
| – | – | 0.08% | 243 |
|
|
2019
Q1 | $199K | Sell |
8,300
-1,012
| -11% | -$24.9K | 0.07% | 274 |
|
|
2018
Q4 | $236K | Sell |
9,312
-800
| -8% | -$21.4K | 0.08% | 225 |
|
|
2018
Q3 | $260K | Sell |
10,112
-1,800
| -15% | -$45.7K | 0.07% | 257 |
|
|
2018
Q2 | $271K | Sell |
11,912
-700
| -6% | -$18.6K | 0.08% | 248 |
|
|
2018
Q1 | $320K | Sell |
12,612
-4,100
| -25% | -$108K | 0.09% | 213 |
|
|
2017
Q4 | $438K | Sell |
16,712
-1,500
| -8% | -$38.9K | 0.14% | 181 |
|
|
2017
Q3 | $482K | Hold |
18,212
| – | – | 0.16% | 168 |
|
|
2017
Q2 | $563K | Sell |
18,212
-1,300
| -7% | -$34.1K | 0.19% | 149 |
|
|
2017
Q1 | $454K | Hold |
19,512
| – | – | 0.16% | 175 |
|
|
2016
Q4 | $449K | Hold |
19,512
| – | – | 0.17% | 160 |
|
|
2016
Q3 | $452K | Sell |
19,512
-2,900
| -13% | -$67.9K | 0.17% | 168 |
|
|
2016
Q2 | $515K | Hold |
22,412
| – | – | 0.2% | 139 |
|
|
2016
Q1 | $592K | Sell |
22,412
-950
| -4% | -$29.8K | 0.23% | 129 |
|
|
2015
Q4 | $778K | Hold |
23,362
| – | – | 0.3% | 100 |
|
|
2015
Q3 | $846K | Buy |
+23,362
| New | +$791K | 0.34% | 88 |
|
|
2015
Q1 | $784K | Sell |
24,462
-700
| -3% | -$23.4K | 0.25% | 112 |
|
|
2014
Q4 | $847K | Hold |
25,162
| – | – | 0.27% | 99 |
|
|
2014
Q3 | $780K | Hold |
25,162
| – | – | 0.26% | 108 |
|
|
2014
Q2 | $843K | Sell |
25,162
-100
| -0.4% | -$2.98K | 0.27% | 101 |
|
|
2014
Q1 | $763K | Sell |
25,262
-2,000
| -7% | -$60K | 0.29% | 97 |
|
|
2013
Q4 | $792K | Sell |
27,262
-250
| -0.9% | -$7.1K | 0.3% | 94 |
|
|
2013
Q3 | $733K | Buy |
+27,512
| New | +$801K | 0.3% | 92 |
|
Other funds holding HRB
JAM
Optimum Investment Advisors's HRB Position: Q2 2022 in Review
Optimum Investment Advisors sold out of H&R Block (HRB) in Q2 2022, closing a stake of 600 shares — an estimated $16K sold.
Optimum Investment Advisors first reported a position in HRB in Q3 2013 and held it in 34 quarters. The position peaked at $847K in Q4 2014. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.
- Optimum Investment Advisors reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
- Optimum Investment Advisors sold 600 H&R Block shares in Q2 2022, an estimated $16K.
- Optimum Investment Advisors first reported a position in H&R Block in Q3 2013 and held it in 34 quarters.
- Optimum Investment Advisors's H&R Block position peaked at $847K in Q4 2014.
- 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.
Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.