Veritable’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,893
| Closed | -$347K | – | 355 |
|
|
2023
Q2 | $347K | Buy |
10,893
+703
| +7% | +$22.4K | 0.01% | 654 |
|
|
2023
Q1 | $359K | Sell |
10,190
-1,084
| -10% | -$38.2K | 0.01% | 633 |
|
|
2022
Q4 | $412K | Buy |
11,274
+932
| +9% | +$34K | 0.01% | 579 |
|
|
2022
Q3 | $440K | Sell |
10,342
-335
| -3% | -$14.3K | 0.01% | 535 |
|
|
2022
Q2 | $377K | Buy |
+10,677
| New | +$377K | 0.01% | 607 |
|
|
2020
Q2 | – | Sell |
-10,206
| Closed | -$144K | – | 771 |
|
|
2020
Q1 | $144K | Buy |
10,206
+97
| +1% | +$1.37K | ﹤0.01% | 686 |
|
|
2019
Q4 | $237K | Sell |
10,109
-234
| -2% | -$5.49K | ﹤0.01% | 735 |
|
|
2019
Q3 | $244K | Buy |
10,343
+91
| +0.9% | +$2.15K | ﹤0.01% | 706 |
|
|
2019
Q2 | $300K | Buy |
10,252
+318
| +3% | +$9.31K | 0.01% | 646 |
|
|
2019
Q1 | $238K | Sell |
9,934
-76
| -0.8% | -$1.82K | ﹤0.01% | 707 |
|
|
2018
Q4 | $254K | Buy |
10,010
+393
| +4% | +$9.97K | 0.01% | 651 |
|
|
2018
Q3 | $248K | Sell |
9,617
-726
| -7% | -$18.7K | 0.01% | 701 |
|
|
2018
Q2 | $236K | Sell |
10,343
-427
| -4% | -$9.74K | 0.01% | 704 |
|
|
2018
Q1 | $274K | Sell |
10,770
-633
| -6% | -$16.1K | 0.01% | 654 |
|
|
2017
Q4 | $299K | Sell |
11,403
-1,598
| -12% | -$41.9K | 0.01% | 626 |
|
|
2017
Q3 | $344K | Sell |
13,001
-150
| -1% | -$3.97K | 0.01% | 567 |
|
|
2017
Q2 | $407K | Buy |
13,151
+37
| +0.3% | +$1.15K | 0.01% | 548 |
|
|
2017
Q1 | $305K | Buy |
13,114
+508
| +4% | +$11.8K | 0.01% | 598 |
|
|
2016
Q4 | $290K | Buy |
12,606
+15
| +0.1% | +$345 | 0.01% | 600 |
|
|
2016
Q3 | $291K | Buy |
12,591
+266
| +2% | +$6.15K | 0.01% | 586 |
|
|
2016
Q2 | $283K | Buy |
12,325
+513
| +4% | +$11.8K | 0.01% | 578 |
|
|
2016
Q1 | $312K | Sell |
11,812
-510
| -4% | -$13.5K | 0.01% | 558 |
|
|
2015
Q4 | $410K | Buy |
12,322
+190
| +2% | +$6.32K | 0.01% | 508 |
|
|
2015
Q3 | $439K | Sell |
12,132
-3,913
| -24% | -$142K | 0.01% | 480 |
|
|
2015
Q2 | $476K | Sell |
16,045
-1,430
| -8% | -$42.4K | 0.01% | 471 |
|
|
2015
Q1 | $560K | Buy |
17,475
+2,724
| +18% | +$87.3K | 0.01% | 569 |
|
|
2014
Q4 | $497K | Sell |
14,751
-3,587
| -20% | -$121K | 0.01% | 603 |
|
|
2014
Q3 | $569K | Sell |
18,338
-26
| -0.1% | -$807 | 0.01% | 555 |
|
|
2014
Q2 | $616K | Sell |
18,364
-120
| -0.6% | -$4.03K | 0.01% | 536 |
|
|
2014
Q1 | $558K | Sell |
18,484
-425
| -2% | -$12.8K | 0.01% | 551 |
|
|
2013
Q4 | $549K | Sell |
18,909
-2,185
| -10% | -$63.4K | 0.01% | 556 |
|
|
2013
Q3 | $562K | Buy |
21,094
+5,150
| +32% | +$137K | 0.01% | 535 |
|
|
2013
Q2 | $442K | Buy |
+15,944
| New | +$442K | 0.01% | 609 |
|