UBS Group’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 | $41.5M | Buy |
756,546
+16,991
| +2% | +$933K | 0.01% | 1337 |
|
|
2025
Q1 | $40.6M | Sell |
739,555
-83,936
| -10% | -$4.61M | 0.01% | 1323 |
|
|
2024
Q4 | $43.5M | Buy |
823,491
+650,300
| +375% | +$34.4M | 0.01% | 1204 |
|
|
2024
Q3 | $11M | Sell |
173,191
-89,863
| -34% | -$5.71M | ﹤0.01% | 1614 |
|
|
2024
Q2 | $14.3M | Buy |
263,054
+21,750
| +9% | +$1.18M | ﹤0.01% | 1414 |
|
|
2024
Q1 | $11.9M | Buy |
241,304
+21,011
| +10% | +$1.03M | ﹤0.01% | 1511 |
|
|
2023
Q4 | $10.7M | Sell |
220,293
-149,776
| -40% | -$7.24M | ﹤0.01% | 1423 |
|
|
2023
Q3 | $15.9M | Buy |
370,069
+77,952
| +27% | +$3.36M | 0.01% | 1158 |
|
|
2023
Q2 | $9.31M | Sell |
292,117
-337,902
| -54% | -$10.8M | ﹤0.01% | 1455 |
|
|
2023
Q1 | $22.2M | Buy |
630,019
+235,377
| +60% | +$8.3M | 0.01% | 963 |
|
|
2022
Q4 | $14.4M | Buy |
394,642
+78,926
| +25% | +$2.88M | 0.01% | 1181 |
|
|
2022
Q3 | $13.4M | Sell |
315,716
-58,471
| -16% | -$2.49M | 0.01% | 1122 |
|
|
2022
Q2 | $13.2M | Sell |
374,187
-67,611
| -15% | -$2.39M | 0.01% | 1197 |
|
|
2022
Q1 | $11.5M | Buy |
441,798
+11,706
| +3% | +$305K | ﹤0.01% | 1371 |
|
|
2021
Q4 | $10.1M | Sell |
430,092
-40,549
| -9% | -$955K | ﹤0.01% | 1540 |
|
|
2021
Q3 | $11.8M | Sell |
470,641
-119,695
| -20% | -$2.99M | ﹤0.01% | 1420 |
|
|
2021
Q2 | $13.9M | Sell |
590,336
-38,321
| -6% | -$900K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $13.7M | Buy |
628,657
+329,308
| +110% | +$7.18M | ﹤0.01% | 1257 |
|
|
2020
Q4 | $4.75M | Sell |
299,349
-87,698
| -23% | -$1.39M | ﹤0.01% | 1884 |
|
|
2020
Q3 | $6.31M | Buy |
387,047
+10,489
| +3% | +$171K | ﹤0.01% | 1543 |
|
|
2020
Q2 | $5.38M | Buy |
376,558
+229,515
| +156% | +$3.28M | ﹤0.01% | 1557 |
|
|
2020
Q1 | $2.07M | Buy |
147,043
+103,916
| +241% | +$1.46M | ﹤0.01% | 2140 |
|
|
2019
Q4 | $1.01M | Sell |
43,127
-47,044
| -52% | -$1.11M | ﹤0.01% | 3328 |
|
|
2019
Q3 | $2.13M | Sell |
90,171
-482,631
| -84% | -$11.4M | ﹤0.01% | 2554 |
|
|
2019
Q2 | $16.8M | Buy |
572,802
+142,452
| +33% | +$4.17M | 0.01% | 1069 |
|
|
2019
Q1 | $10.3M | Buy |
430,350
+269,698
| +168% | +$6.46M | ﹤0.01% | 1337 |
|
|
2018
Q4 | $4.08M | Sell |
160,652
-405,572
| -72% | -$10.3M | ﹤0.01% | 1850 |
|
|
2018
Q3 | $14.6M | Buy |
566,224
+213,213
| +60% | +$5.49M | 0.01% | 1135 |
|
|
2018
Q2 | $8.04M | Sell |
353,011
-174,559
| -33% | -$3.98M | ﹤0.01% | 1527 |
|
|
2018
Q1 | $13.4M | Buy |
527,570
+236,308
| +81% | +$6M | 0.01% | 1138 |
|
|
2017
Q4 | $7.64M | Buy |
291,262
+184,583
| +173% | +$4.84M | ﹤0.01% | 1524 |
|
|
2017
Q3 | $2.83M | Sell |
106,679
-77,673
| -42% | -$2.06M | ﹤0.01% | 2204 |
|
|
2017
Q2 | $5.7M | Buy |
184,352
+59,493
| +48% | +$1.84M | ﹤0.01% | 1597 |
|
|
2017
Q1 | $2.9M | Sell |
124,859
-83,884
| -40% | -$1.95M | ﹤0.01% | 2047 |
|
|
2016
Q4 | $4.8M | Sell |
208,743
-27,066
| -11% | -$622K | ﹤0.01% | 1624 |
|
|
2016
Q3 | $5.46M | Buy |
235,809
+54,391
| +30% | +$1.26M | ﹤0.01% | 1485 |
|
|
2016
Q2 | $4.17M | Buy |
181,418
+70,601
| +64% | +$1.62M | ﹤0.01% | 1631 |
|
|
2016
Q1 | $2.93M | Sell |
110,817
-235,352
| -68% | -$6.22M | ﹤0.01% | 1857 |
|
|
2015
Q4 | $11.5M | Buy |
346,169
+107,015
| +45% | +$3.56M | 0.01% | 1003 |
|
|
2015
Q3 | $8.66M | Buy |
239,154
+10,213
| +4% | +$370K | 0.01% | 1146 |
|
|
2015
Q2 | $6.79M | Sell |
228,941
-406,171
| -64% | -$12M | ﹤0.01% | 1394 |
|
|
2015
Q1 | $20.4M | Sell |
635,112
-132,769
| -17% | -$4.26M | 0.01% | 767 |
|
|
2014
Q4 | $25.9M | Buy |
+767,881
| New | +$25.9M | 0.02% | 669 |
|