Tocqueville 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $253K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.27M | Sell |
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|
2017
Q4 | $7.55M | Sell |
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|
2017
Q3 | $15.9M | Sell |
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|
2017
Q2 | $19.1M | Sell |
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|
2017
Q1 | $15.3M | Sell |
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|
2016
Q4 | $34.1M | Sell |
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|
2016
Q3 | $36.9M | Buy |
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|
2016
Q2 | $10.6M | Buy |
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|
2016
Q1 | $9.57M | Buy |
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|
2015
Q4 | $8.3M | Buy |
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|
2015
Q3 | $8.62M | Buy |
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|
2015
Q2 | $7.04M | Hold |
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|
2015
Q1 | $7.62M | Buy |
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|
2014
Q4 | $7.85M | Buy |
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|
2014
Q3 | $3.07M | Sell |
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|
2014
Q2 | $3.33M | Sell |
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|
2014
Q1 | $3.14M | Sell |
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|
2013
Q4 | $3.38M | Buy |
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|
2013
Q3 | $309K | Sell |
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|
2013
Q2 | $336K | Buy |
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