Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27
| Closed | -$1K | – | 516 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 960 |
|
|
2021
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q3 | $1K | Sell |
27
-2
| -7% | -$50 | ﹤0.01% | 1057 |
|
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 1033 |
|
|
2020
Q4 | $0 | Sell |
29
-8
| -22% | -$138 | ﹤0.01% | 1163 |
|
|
2020
Q3 | $1K | Sell |
37
-193
| -84% | -$2.84K | ﹤0.01% | 978 |
|
|
2020
Q2 | $3K | Sell |
230
-154
| -40% | -$2.43K | ﹤0.01% | 625 |
|
|
2020
Q1 | $5K | Buy |
384
+120
| +45% | +$2.51K | ﹤0.01% | 420 |
|
|
2019
Q4 | $6K | Hold |
264
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $6K | Hold |
264
| – | – | ﹤0.01% | 422 |
|
|
2019
Q2 | $8K | Hold |
264
| – | – | ﹤0.01% | 373 |
|
|
2019
Q1 | $6K | Hold |
264
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $7K | Hold |
264
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $7K | Hold |
264
| – | – | ﹤0.01% | 365 |
|
|
2018
Q2 | $6K | Hold |
264
| – | – | ﹤0.01% | 376 |
|
|
2018
Q1 | $7K | Hold |
264
| – | – | ﹤0.01% | 366 |
|
|
2017
Q4 | $7K | Hold |
264
| – | – | ﹤0.01% | 357 |
|
|
2017
Q3 | $7K | Hold |
264
| – | – | ﹤0.01% | 347 |
|
|
2017
Q2 | $8K | Hold |
264
| – | – | ﹤0.01% | 313 |
|
|
2017
Q1 | $6K | Hold |
264
| – | – | ﹤0.01% | 345 |
|
|
2016
Q4 | $6K | Hold |
264
| – | – | ﹤0.01% | 306 |
|
|
2016
Q3 | $6K | Hold |
264
| – | – | ﹤0.01% | 299 |
|
|
2016
Q2 | $6K | Hold |
264
| – | – | ﹤0.01% | 295 |
|
|
2016
Q1 | $7K | Sell |
264
-24
| -8% | -$754 | 0.01% | 286 |
|
|
2015
Q4 | $10K | Hold |
288
| – | – | 0.01% | 229 |
|
|
2015
Q3 | $10K | Hold |
288
| – | – | 0.01% | 233 |
|
|
2015
Q2 | $9K | Hold |
288
| – | – | 0.01% | 246 |
|
|
2015
Q1 | $9K | Hold |
288
| – | – | 0.01% | 256 |
|
|
2014
Q4 | $10K | Hold |
288
| – | – | 0.01% | 243 |
|
|
2014
Q3 | $9K | Hold |
288
| – | – | 0.01% | 249 |
|
|
2014
Q2 | $9K | Hold |
288
| – | – | 0.01% | 243 |
|
|
2014
Q1 | $8K | Hold |
288
| – | – | 0.01% | 274 |
|
|
2013
Q4 | $8K | Buy |
+288
| New | +$8.18K | 0.01% | 304 |
|
Other funds holding HRB
JAM
Tarbox Family Office's HRB Position: Q2 2022 in Review
Tarbox Family Office sold out of H&R Block (HRB) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.
Tarbox Family Office first reported a position in HRB in Q4 2013 and held it in 34 quarters. The position peaked at $10K in Q4 2015. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.
- Tarbox Family Office reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 27 H&R Block shares in Q2 2022, an estimated $1K.
- Tarbox Family Office first reported a position in H&R Block in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's H&R Block position peaked at $10K in Q4 2015.
- 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.