S&CO Inc’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,500
| Closed | -$317K | – | 175 |
|
|
2019
Q4 | $317K | Hold |
13,500
| – | – | 0.03% | 162 |
|
|
2019
Q3 | $319K | Sell |
13,500
-1,500
| -10% | -$35.4K | 0.04% | 163 |
|
|
2019
Q2 | $440K | Hold |
15,000
| – | – | 0.05% | 153 |
|
|
2019
Q1 | $359K | Hold |
15,000
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $381K | Hold |
15,000
| – | – | 0.05% | 152 |
|
|
2018
Q3 | $386K | Hold |
15,000
| – | – | 0.04% | 158 |
|
|
2018
Q2 | $342K | Hold |
15,000
| – | – | 0.04% | 167 |
|
|
2018
Q1 | $381K | Sell |
15,000
-1,250
| -8% | -$31.8K | 0.05% | 155 |
|
|
2017
Q4 | $426K | Buy |
16,250
+1,250
| +8% | +$32.8K | 0.05% | 140 |
|
|
2017
Q3 | $401K | Hold |
15,000
| – | – | 0.05% | 143 |
|
|
2017
Q2 | $464K | Hold |
15,000
| – | – | 0.06% | 129 |
|
|
2017
Q1 | $349K | Buy |
+15,000
| New | +$349K | 0.05% | 147 |
|