Premier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $754K | Hold |
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|
2019
Q2 | $935K | Hold |
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|
2019
Q1 | $764K | Sell |
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|
2018
Q4 | $814K | Hold |
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|
2018
Q3 | $827K | Hold |
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|
2018
Q2 | $731K | Hold |
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|
2018
Q1 | $816K | Hold |
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|
2017
Q4 | $842K | Hold |
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|
2017
Q3 | $850K | Hold |
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|
2017
Q2 | $992K | Hold |
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|
2017
Q1 | $746K | Hold |
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|
2016
Q4 | $737K | Hold |
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|
2016
Q3 | $743K | Buy |
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