Prelude Capital 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 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $554K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $22K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $46K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $515K | Buy |
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|
2018
Q1 | $441K | Buy |
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|
2017
Q4 | $331K | Buy |
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|
2017
Q3 | $279K | Sell |
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|
2017
Q2 | $559K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $610K | Buy |
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|
2015
Q3 | $513K | Buy |
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|
2015
Q2 | $27K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $37K | Buy |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3K | Buy |
|