TAM
Todd Asset Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-531,909
| Closed | -$12.7M | – | 231 |
|
|
2019
Q1 | $12.7M | Buy |
+531,909
| New | +$12.7M | 0.36% | 129 |
|
|
2018
Q2 | – | Sell |
-585,677
| Closed | -$14.9M | – | 224 |
|
|
2018
Q1 | $14.9M | Buy |
+585,677
| New | +$14.9M | 0.41% | 112 |
|
|
2017
Q1 | – | Sell |
-595,587
| Closed | -$13.7M | – | 218 |
|
|
2016
Q4 | $13.7M | Buy |
595,587
+31,305
| +6% | +$720K | 0.41% | 110 |
|
|
2016
Q3 | $13.1M | Buy |
+564,282
| New | +$13.1M | 0.39% | 114 |
|
|
2016
Q2 | – | Sell |
-311,102
| Closed | -$8.22M | – | 221 |
|
|
2016
Q1 | $8.22M | Buy |
+311,102
| New | +$8.22M | 0.24% | 134 |
|