Swiss Life 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
Q4 | $459K | Buy |
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|
2025
Q3 | $307K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $797K | Sell |
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|
2019
Q4 | $2.85M | Sell |
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|
2019
Q3 | $3.63M | Buy |
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|
2019
Q2 | $2.72M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $957K | Buy |
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|
2018
Q2 | $362K | Sell |
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|
2018
Q1 | $4.64M | Buy |
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|
2017
Q4 | $893K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $362K | Buy |
|