Twin Tree Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 667 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 589 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 611 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$2.14K | – | 569 |
|
|
2023
Q2 | $2.14K | Sell |
67
-16,279
| -100% | -$519K | ﹤0.01% | 456 |
|
|
2023
Q1 | $576K | Sell |
16,346
-14,412
| -47% | -$508K | ﹤0.01% | 368 |
|
|
2022
Q4 | $1.12M | Sell |
30,758
-218,138
| -88% | -$7.96M | ﹤0.01% | 267 |
|
|
2022
Q3 | $10.6M | Buy |
248,896
+239,985
| +2,693% | +$10.2M | 0.02% | 105 |
|
|
2022
Q2 | $315K | Buy |
+8,911
| New | +$315K | ﹤0.01% | 480 |
|
|
2020
Q3 | – | Sell |
-3,476
| Closed | -$50K | – | 637 |
|
|
2020
Q2 | $50K | Buy |
+3,476
| New | +$50K | ﹤0.01% | 489 |
|
|
2020
Q1 | – | Sell |
-641
| Closed | -$15K | – | 670 |
|
|
2019
Q4 | $15K | Buy |
+641
| New | +$15K | ﹤0.01% | 487 |
|
|
2019
Q3 | – | Sell |
-9,162
| Closed | -$268K | – | 679 |
|
|
2019
Q2 | $268K | Sell |
9,162
-139,245
| -94% | -$4.07M | ﹤0.01% | 346 |
|
|
2019
Q1 | $3.55M | Buy |
148,407
+86,849
| +141% | +$2.08M | 0.02% | 111 |
|
|
2018
Q4 | $1.56M | Buy |
+61,558
| New | +$1.56M | 0.01% | 215 |
|
|
2018
Q3 | – | Sell |
-49,062
| Closed | -$1.12M | – | 539 |
|
|
2018
Q2 | $1.12M | Buy |
+49,062
| New | +$1.12M | 0.01% | 284 |
|
|
2018
Q1 | – | Sell |
-43,384
| Closed | -$1.14M | – | 521 |
|
|
2017
Q4 | $1.14M | Buy |
43,384
+34,769
| +404% | +$912K | 0.01% | 185 |
|
|
2017
Q3 | $228K | Buy |
+8,615
| New | +$228K | ﹤0.01% | 253 |
|
|
2017
Q2 | – | Sell |
-11,302
| Closed | -$263K | – | 431 |
|
|
2017
Q1 | $263K | Buy |
+11,302
| New | +$263K | ﹤0.01% | 299 |
|
|
2016
Q4 | – | Sell |
-550
| Closed | -$13K | – | 517 |
|
|
2016
Q3 | $13K | Buy |
+550
| New | +$13K | ﹤0.01% | 452 |
|
|
2016
Q1 | – | Sell |
-1,164
| Closed | -$39K | – | 554 |
|
|
2015
Q4 | $39K | Sell |
1,164
-5,132
| -82% | -$172K | ﹤0.01% | 444 |
|
|
2015
Q3 | $228K | Buy |
+6,296
| New | +$228K | 0.01% | 260 |
|
|
2015
Q2 | – | Sell |
-2,890
| Closed | -$93K | – | 528 |
|
|
2015
Q1 | $93K | Sell |
2,890
-2,095
| -42% | -$67.4K | ﹤0.01% | 313 |
|
|
2014
Q4 | $168K | Buy |
+4,985
| New | +$168K | ﹤0.01% | 253 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 381 |
|