Shell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.29M | Sell |
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|
2019
Q2 | $3.15M | Hold |
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|
2019
Q1 | $2.57M | Hold |
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|
2018
Q4 | $2.73M | Buy |
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|
2018
Q3 | $2.6M | Buy |
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|
2018
Q2 | $2.26M | Buy |
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|
2018
Q1 | $1.76M | Hold |
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|
2017
Q4 | $1.82M | Hold |
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|
2017
Q3 | $1.83M | Sell |
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|
2017
Q2 | $2.23M | Hold |
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|
2017
Q1 | $1.67M | Buy |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $1.55M | Buy |
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