United Services Automobile Association’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,266
| Closed | -$501K | – | 480 |
|
|
2025
Q1 | $501K | Buy |
+9,266
| New | +$495K | 0.02% | 543 |
|
|
2024
Q3 | – | Sell |
-10,903
| Closed | -$591K | – | 415 |
|
|
2024
Q2 | $591K | Sell |
10,903
-325
| -3% | -$16.2K | 0.02% | 310 |
|
|
2024
Q1 | $551K | Sell |
11,228
-1,531
| -12% | -$72.7K | 0.01% | 330 |
|
|
2023
Q4 | $617K | Buy |
12,759
+1,376
| +12% | +$61.3K | 0.01% | 299 |
|
|
2023
Q3 | $490K | Buy |
+11,383
| New | +$420K | 0.01% | 304 |
|
|
2023
Q1 | – | Sell |
-15,296
| Closed | -$559K | – | 423 |
|
|
2022
Q4 | $559K | Sell |
15,296
-2,306
| -13% | -$93.7K | 0.01% | 409 |
|
|
2022
Q3 | $749K | Hold |
17,602
| – | – | 0.02% | 327 |
|
|
2022
Q2 | $622K | Buy |
+17,602
| New | +$543K | 0.02% | 379 |
|
|
2020
Q3 | – | Sell |
-41,014
| Closed | -$585K | – | 198 |
|
|
2020
Q2 | $585K | Buy |
41,014
+1,890
| +5% | +$29.9K | 0.01% | 188 |
|
|
2020
Q1 | $550K | Hold |
39,124
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $919K | Sell |
39,124
-11,462
| -23% | -$275K | 0.01% | 270 |
|
|
2019
Q3 | $1.2M | Sell |
50,586
-80,944
| -62% | -$2.14M | 0.02% | 268 |
|
|
2019
Q2 | $3.85M | Buy |
131,530
+40,302
| +44% | +$1.08M | 0.01% | 896 |
|
|
2019
Q1 | $2.18M | Sell |
91,228
-132,000
| -59% | -$3.24M | 0.01% | 1063 |
|
|
2018
Q4 | $5.66M | Buy |
223,228
+5,880
| +3% | +$157K | 0.02% | 706 |
|
|
2018
Q3 | $5.6M | Buy |
217,348
+140,900
| +184% | +$3.57M | 0.01% | 781 |
|
|
2018
Q2 | $1.74M | Sell |
76,448
-12,328
| -14% | -$327K | ﹤0.01% | 1182 |
|
|
2018
Q1 | $2.26M | Buy |
88,776
+1,730
| +2% | +$45.5K | 0.01% | 1095 |
|
|
2017
Q4 | $2.28M | Buy |
87,046
+3,047
| +4% | +$79.1K | 0.01% | 1038 |
|
|
2017
Q3 | $2.22M | Sell |
83,999
-506
| -0.6% | -$14.7K | 0.01% | 1036 |
|
|
2017
Q2 | $2.61M | Buy |
84,505
+13,388
| +19% | +$351K | 0.01% | 960 |
|
|
2017
Q1 | $1.65M | Sell |
71,117
-4,973
| -7% | -$111K | 0.01% | 1026 |
|
|
2016
Q4 | $1.75M | Sell |
76,090
-138,200
| -64% | -$3.16M | 0.01% | 1014 |
|
|
2016
Q3 | $4.96M | Buy |
214,290
+7,139
| +3% | +$167K | 0.02% | 717 |
|
|
2016
Q2 | $4.76M | Sell |
207,151
-506,349
| -71% | -$11.3M | 0.02% | 708 |
|
|
2016
Q1 | $18.9M | Sell |
713,500
-272,134
| -28% | -$8.55M | 0.07% | 321 |
|
|
2015
Q4 | $32.8M | Sell |
985,634
-33,899
| -3% | -$1.2M | 0.12% | 211 |
|
|
2015
Q3 | $36.9M | Buy |
1,019,533
+16,953
| +2% | +$574K | 0.14% | 181 |
|
|
2015
Q2 | $29.7M | Sell |
1,002,580
-94,447
| -9% | -$2.96M | 0.1% | 236 |
|
|
2015
Q1 | $35.2M | Sell |
1,097,027
-86,787
| -7% | -$2.91M | 0.12% | 207 |
|
|
2014
Q4 | $39.9M | Buy |
1,183,814
+110,000
| +10% | +$3.52M | 0.14% | 174 |
|
|
2014
Q3 | $33.3M | Sell |
1,073,814
-34,600
| -3% | -$1.13M | 0.12% | 189 |
|
|
2014
Q2 | $37.2M | Buy |
1,108,414
+84,100
| +8% | +$2.5M | 0.14% | 176 |
|
|
2014
Q1 | $30.9M | Buy |
1,024,314
+373,047
| +57% | +$11.2M | 0.12% | 203 |
|
|
2013
Q4 | $18.9M | Buy |
651,267
+37,300
| +6% | +$1.06M | 0.08% | 282 |
|
|
2013
Q3 | $16.4M | Sell |
613,967
-73,650
| -11% | -$2.14M | 0.07% | 300 |
|
|
2013
Q2 | $19.1M | Buy |
+687,617
| New | +$19.6M | 0.09% | 255 |
|
Other funds holding HRB
