Qube Research & Technologies (QRT)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.1M | Buy |
854,591
+347,109
| +68% | +$12.1M | 0.04% | 701 |
|
|
2025
Q4 | $22.1M | Sell |
507,482
-531,637
| -51% | -$24.9M | 0.03% | 853 |
|
|
2025
Q3 | $52.5M | Sell |
1,039,119
-711,641
| -41% | -$37.6M | 0.07% | 444 |
|
|
2025
Q2 | $96.1M | Buy |
1,750,760
+312,776
| +22% | +$18.1M | 0.13% | 262 |
|
|
2025
Q1 | $79M | Buy |
1,437,984
+229,876
| +19% | +$12.3M | 0.12% | 275 |
|
|
2024
Q4 | $63.8M | Buy |
1,208,108
+77,959
| +7% | +$4.58M | 0.1% | 301 |
|
|
2024
Q3 | $71.8M | Buy |
1,130,149
+659,797
| +140% | +$39.3M | 0.13% | 241 |
|
|
2024
Q2 | $25.5M | Buy |
470,352
+466,706
| +12,800% | +$23.2M | 0.05% | 525 |
|
|
2024
Q1 | $179K | Hold |
3,646
| – | – | ﹤0.01% | 3074 |
|
|
2023
Q4 | $176K | Sell |
3,646
-173,932
| -98% | -$7.75M | ﹤0.01% | 2850 |
|
|
2023
Q3 | $7.65M | Sell |
177,578
-378,166
| -68% | -$14M | 0.02% | 746 |
|
|
2023
Q2 | $17.7M | Buy |
555,744
+33,235
| +6% | +$1.07M | 0.07% | 368 |
|
|
2023
Q1 | $18.4M | Sell |
522,509
-815,528
| -61% | -$30.2M | 0.11% | 268 |
|
|
2022
Q4 | $48.9M | Buy |
1,338,037
+866,708
| +184% | +$35.2M | 0.29% | 87 |
|
|
2022
Q3 | $20.1M | Buy |
+471,329
| New | +$19.9M | 0.13% | 235 |
|
|
2022
Q1 | – | Sell |
-478,238
| Closed | -$11.3M | – | 2687 |
|
|
2021
Q4 | $11.3M | Buy |
478,238
+423,277
| +770% | +$10.3M | 0.09% | 308 |
|
|
2021
Q3 | $1.37M | Sell |
54,961
-75,084
| -58% | -$1.87M | 0.02% | 793 |
|
|
2021
Q2 | $3.05M | Buy |
+130,045
| New | +$3.08M | 0.04% | 561 |
|
|
2020
Q1 | – | Sell |
-96,118
| Closed | -$2.26M | – | 1371 |
|
|
2019
Q4 | $2.26M | Buy |
+96,118
| New | +$2.31M | 0.07% | 328 |
|
|
2019
Q2 | – | Sell |
-18,256
| Closed | -$437K | – | 481 |
|
|
2019
Q1 | $437K | Buy |
18,256
+4,989
| +38% | +$123K | 0.06% | 343 |
|
|
2018
Q4 | $337K | Buy |
13,267
+6,628
| +100% | +$177K | 0.19% | 178 |
|
|
2018
Q3 | $171K | Buy |
+6,639
| New | +$168K | 0.02% | 562 |
|
Other funds holding HRB
VPM
VCM
