Thompson Siegel & Walmsley’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
Q1 | – | Sell |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $6.5M | Sell |
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|
2021
Q1 | $14.7M | Sell |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $5.8M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Sell |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $52K | Sell |
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|
2018
Q3 | $19.2M | Sell |
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|
2018
Q2 | $44.1M | Sell |
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|
2018
Q1 | $80.3M | Sell |
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|
2017
Q4 | $89.1M | Buy |
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|
2017
Q3 | $88.9M | Buy |
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|
2017
Q2 | $94.6M | Sell |
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|
2017
Q1 | $126M | Buy |
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|
2016
Q4 | $89.7M | Buy |
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|
2016
Q3 | $74.1M | Buy |
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|
2016
Q2 | $60.5M | Buy |
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|
2016
Q1 | $59.3M | Buy |
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|
2015
Q4 | $42.3M | Sell |
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|
2015
Q3 | $50.6M | Sell |
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|
2015
Q2 | $55.6M | Buy |
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|
2015
Q1 | $57.8M | Buy |
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|
2014
Q4 | $55.1M | Buy |
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|
2014
Q3 | $42.9M | Buy |
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|
2014
Q2 | $36.2M | Buy |
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|
2014
Q1 | $25.9M | Sell |
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|
2013
Q4 | $26.9M | Buy |
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|
2013
Q3 | $23M | Buy |
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|
2013
Q2 | $22.1M | Buy |
|