Vanguard Personalized Indexing 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 | $947K | Buy |
17,244
+643
| +4% | +$35.3K | 0.01% | 890 |
|
|
2025
Q1 | $912K | Sell |
16,601
-232
| -1% | -$12.7K | 0.01% | 839 |
|
|
2024
Q4 | $889K | Sell |
16,833
-434
| -3% | -$22.9K | 0.01% | 823 |
|
|
2024
Q3 | $1.1M | Buy |
17,267
+854
| +5% | +$54.3K | 0.02% | 725 |
|
|
2024
Q2 | $890K | Buy |
16,413
+1,194
| +8% | +$64.8K | 0.02% | 729 |
|
|
2024
Q1 | $747K | Sell |
15,219
-3,577
| -19% | -$176K | 0.02% | 818 |
|
|
2023
Q4 | $909K | Buy |
18,796
+8,808
| +88% | +$426K | 0.02% | 702 |
|
|
2023
Q3 | $430K | Buy |
9,988
+1,924
| +24% | +$82.8K | 0.01% | 947 |
|
|
2023
Q2 | $257K | Sell |
8,064
-5,307
| -40% | -$169K | 0.01% | 1214 |
|
|
2023
Q1 | $471K | Buy |
13,371
+4,584
| +52% | +$162K | 0.02% | 906 |
|
|
2022
Q4 | $321K | Buy |
8,787
+3,687
| +72% | +$135K | 0.01% | 957 |
|
|
2022
Q3 | $217K | Buy |
+5,100
| New | +$217K | 0.01% | 1078 |
|