Picton Mahoney Asset Management’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 | $580K | Buy |
10,551
+10,533
| +58,517% | +$579K | 0.01% | 472 |
|
|
2025
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 767 |
|
|
2024
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 667 |
|
|
2024
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 668 |
|
|
2015
Q4 | – | Sell |
-291,600
| Closed | -$10.6M | – | 309 |
|
|
2015
Q3 | $10.6M | Buy |
291,600
+17,900
| +7% | +$648K | 0.61% | 57 |
|
|
2015
Q2 | $8.12M | Sell |
273,700
-60,300
| -18% | -$1.79M | 0.4% | 81 |
|
|
2015
Q1 | $10.7M | Sell |
334,000
-12,900
| -4% | -$414K | 0.41% | 69 |
|
|
2014
Q4 | $11.7M | Sell |
346,900
-2,700
| -0.8% | -$90.9K | 0.56% | 63 |
|
|
2014
Q3 | $10.8K | Buy |
349,600
+5,200
| +2% | +$161 | 0.59% | 67 |
|
|
2014
Q2 | $11.5K | Buy |
344,400
+16,900
| +5% | +$567 | 0.68% | 57 |
|
|
2014
Q1 | $9.89M | Buy |
327,500
+97,500
| +42% | +$2.94M | 0.57% | 66 |
|
|
2013
Q4 | $6.68M | Sell |
230,000
-6,100
| -3% | -$177K | 0.39% | 88 |
|
|
2013
Q3 | $6.3M | Buy |
+236,100
| New | +$6.3M | 0.42% | 83 |
|