State of Wisconsin Investment Board’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Sell |
78,843
-6,210
| -7% | -$341K | 0.01% | 985 |
|
|
2025
Q1 | $4.67M | Sell |
85,053
-7,839
| -8% | -$430K | 0.01% | 964 |
|
|
2024
Q4 | $4.91M | Sell |
92,892
-3,266
| -3% | -$173K | 0.01% | 950 |
|
|
2024
Q3 | $6.11M | Sell |
96,158
-2,355
| -2% | -$150K | 0.02% | 870 |
|
|
2024
Q2 | $5.34M | Buy |
98,513
+84,880
| +623% | +$4.6M | 0.01% | 885 |
|
|
2024
Q1 | $670K | Sell |
13,633
-235
| -2% | -$11.5K | ﹤0.01% | 1591 |
|
|
2023
Q4 | $671K | Sell |
13,868
-3,430
| -20% | -$166K | ﹤0.01% | 1540 |
|
|
2023
Q3 | $745K | Buy |
17,298
+4,658
| +37% | +$201K | ﹤0.01% | 1506 |
|
|
2023
Q2 | $403K | Sell |
12,640
-8,844
| -41% | -$282K | ﹤0.01% | 1887 |
|
|
2023
Q1 | $757K | Buy |
21,484
+1,545
| +8% | +$54.5K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $728K | Sell |
19,939
-9,642
| -33% | -$352K | ﹤0.01% | 1697 |
|
|
2022
Q3 | $1.26M | Sell |
29,581
-11,307
| -28% | -$481K | ﹤0.01% | 1461 |
|
|
2022
Q2 | $1.44M | Buy |
40,888
+28,380
| +227% | +$1M | ﹤0.01% | 1466 |
|
|
2022
Q1 | $326K | Sell |
12,508
-9,171
| -42% | -$239K | ﹤0.01% | 2072 |
|
|
2021
Q4 | $511K | Sell |
21,679
-754
| -3% | -$17.8K | ﹤0.01% | 1677 |
|
|
2021
Q3 | $561K | Buy |
22,433
+627
| +3% | +$15.7K | ﹤0.01% | 1657 |
|
|
2021
Q2 | $512K | Sell |
21,806
-1,615
| -7% | -$37.9K | ﹤0.01% | 1680 |
|
|
2021
Q1 | $511K | Sell |
23,421
-1,502
| -6% | -$32.8K | ﹤0.01% | 1593 |
|
|
2020
Q4 | $395K | Sell |
24,923
-1,040
| -4% | -$16.5K | ﹤0.01% | 1591 |
|
|
2020
Q3 | $423K | Buy |
25,963
+480
| +2% | +$7.82K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $364K | Sell |
25,483
-1,120
| -4% | -$16K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $375K | Sell |
26,603
-14,347
| -35% | -$202K | ﹤0.01% | 1419 |
|
|
2019
Q4 | $961K | Buy |
+40,950
| New | +$961K | ﹤0.01% | 1242 |
|
|
2018
Q1 | – | Sell |
-8,813
| Closed | -$231K | – | 1465 |
|
|
2017
Q4 | $231K | Buy |
+8,813
| New | +$231K | ﹤0.01% | 1382 |
|
|
2017
Q3 | – | Sell |
-180,937
| Closed | -$5.59M | – | 1462 |
|
|
2017
Q2 | $5.59M | Buy |
180,937
+42,290
| +31% | +$1.31M | 0.02% | 799 |
|
|
2017
Q1 | $3.22M | Buy |
138,647
+25,356
| +22% | +$590K | 0.01% | 859 |
|
|
2016
Q4 | $2.61M | Sell |
113,291
-30,416
| -21% | -$699K | 0.01% | 949 |
|
|
2016
Q3 | $3.33M | Sell |
143,707
-5,900
| -4% | -$137K | 0.01% | 919 |
|
|
2016
Q2 | $3.44M | Sell |
149,607
-17,800
| -11% | -$409K | 0.01% | 881 |
|
|
2016
Q1 | $4.42M | Sell |
167,407
-7,290
| -4% | -$193K | 0.02% | 806 |
|
|
2015
Q4 | $5.82M | Sell |
174,697
-30,830
| -15% | -$1.03M | 0.02% | 712 |
|
|
2015
Q3 | $7.44M | Sell |
205,527
-5,740
| -3% | -$208K | 0.03% | 617 |
|
|
2015
Q2 | $6.26M | Buy |
211,267
+3,050
| +1% | +$90.4K | 0.02% | 750 |
|
|
2015
Q1 | $6.68M | Sell |
208,217
-5,700
| -3% | -$183K | 0.02% | 715 |
|
|
2014
Q4 | $7.21M | Buy |
213,917
+12,210
| +6% | +$411K | 0.02% | 673 |
|
|
2014
Q3 | $6.26M | Buy |
201,707
+1,350
| +0.7% | +$41.9K | 0.02% | 716 |
|
|
2014
Q2 | $6.72M | Buy |
200,357
+5,700
| +3% | +$191K | 0.02% | 713 |
|
|
2014
Q1 | $5.88M | Buy |
194,657
+320
| +0.2% | +$9.66K | 0.02% | 756 |
|
|
2013
Q4 | $5.64M | Sell |
194,337
-5,890
| -3% | -$171K | 0.02% | 746 |
|
|
2013
Q3 | $5.34M | Sell |
200,227
-15,530
| -7% | -$414K | 0.02% | 755 |
|
|
2013
Q2 | $5.99M | Buy |
+215,757
| New | +$5.99M | 0.03% | 725 |
|