O'Shaughnessy Asset 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 | $3.48M | Sell |
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|
2025
Q2 | $4.17M | Buy |
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|
2025
Q1 | $4.06M | Buy |
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|
2024
Q4 | $3.88M | Sell |
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|
2024
Q3 | $5.12M | Sell |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $4.71M | Buy |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $4.56M | Sell |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $14.8M | Sell |
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|
2022
Q3 | $17.5M | Sell |
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|
2022
Q2 | $15.1M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $8.97M | Sell |
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|
2021
Q3 | $9.8M | Buy |
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|
2021
Q2 | $7.78M | Buy |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $69K | Buy |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $795K | Sell |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $153K | Sell |
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|
2018
Q1 | $174K | Sell |
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|
2017
Q4 | $9.09M | Sell |
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|
2017
Q3 | $15.5M | Sell |
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|
2017
Q2 | $25.1M | Sell |
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|
2017
Q1 | $21.4M | Sell |
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|
2016
Q4 | $35.3M | Buy |
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|
2016
Q3 | $35.2M | Buy |
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|
2016
Q2 | $27.2M | Buy |
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|
2016
Q1 | $24.1M | Buy |
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|
2015
Q4 | $3.28M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $0 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $14.8M | Sell |
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|
2014
Q1 | $22.5M | Sell |
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|
2013
Q4 | $30.9M | Sell |
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|
2013
Q3 | $29.1M | Buy |
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|
2013
Q2 | $22.7M | Buy |
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