Petrus Trust Company’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
+7,644
| New | +$420K | 0.04% | 176 |
|
|
2020
Q4 | – | Sell |
-12,841
| Closed | -$209K | – | 143 |
|
|
2020
Q3 | $209K | Buy |
+12,841
| New | +$209K | 0.02% | 185 |
|
|
2020
Q2 | – | Sell |
-11,355
| Closed | -$160K | – | 282 |
|
|
2020
Q1 | $160K | Buy |
+11,355
| New | +$160K | 0.02% | 122 |
|
|
2016
Q4 | – | Sell |
-17,324
| Closed | -$401K | – | 206 |
|
|
2016
Q3 | $401K | Buy |
+17,324
| New | +$401K | 0.09% | 64 |
|