Versant Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79.3K | Sell |
2,083
-438
| -17% | -$15.3K | 0.01% | 1059 |
|
|
2026
Q1 | $80K | Buy |
2,521
+2,332
| +1,234% | +$81.3K | 0.01% | 970 |
|
|
2025
Q4 | $8.24K | Sell |
189
-853
| -82% | -$39.9K | ﹤0.01% | 2077 |
|
|
2025
Q3 | $52.7K | Buy |
1,042
+221
| +27% | +$11.7K | 0.01% | 1012 |
|
|
2025
Q2 | $45.1K | Buy |
821
+36
| +5% | +$2.08K | 0.01% | 1036 |
|
|
2025
Q1 | $43.1K | Sell |
785
-49
| -6% | -$2.62K | 0.01% | 926 |
|
|
2024
Q4 | $44.1K | Buy |
834
+56
| +7% | +$3.29K | 0.01% | 640 |
|
|
2024
Q3 | $49.4K | Buy |
778
+55
| +8% | +$3.28K | 0.01% | 455 |
|
|
2024
Q2 | $39.2K | Buy |
723
+706
| +4,153% | +$35.1K | 0.01% | 467 |
|
|
2024
Q1 | $835 | Hold |
17
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q4 | $822 | Hold |
17
| – | – | ﹤0.01% | 1567 |
|
|
2023
Q3 | $732 | Hold |
17
| – | – | ﹤0.01% | 1614 |
|
|
2023
Q2 | $542 | Buy |
17
+5
| +42% | +$162 | ﹤0.01% | 1816 |
|
|
2023
Q1 | $415 | Hold |
12
| – | – | ﹤0.01% | 1610 |
|
|
2022
Q4 | $438 | Hold |
12
| – | – | ﹤0.01% | 1450 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1247 |
|
|
2022
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q1 | $0 | Buy |
+12
| New | +$291 | ﹤0.01% | 1532 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | – | – | 1466 |
|
|
2019
Q4 | $0 | Sell |
14
-31
| -69% | -$744 | ﹤0.01% | 1448 |
|
|
2019
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1251 |
|
|
2019
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 1443 |
|
|
2018
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 1355 |
|
|
2018
Q3 | $1K | Sell |
45
-3
| -6% | -$76 | ﹤0.01% | 1407 |
|
|
2018
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q1 | $1K | Sell |
48
-223
| -82% | -$5.87K | ﹤0.01% | 1372 |
|
|
2017
Q4 | $7K | Buy |
271
+188
| +227% | +$4.88K | ﹤0.01% | 1027 |
|
|
2017
Q3 | $2K | Sell |
83
-12
| -13% | -$349 | ﹤0.01% | 1249 |
|
|
2017
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q1 | $2K | Buy |
95
+60
| +171% | +$1.34K | ﹤0.01% | 1230 |
|
|
2016
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 1440 |
|
|
2016
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 1421 |
|
|
2016
Q2 | $0 | Buy |
35
+1
| +3% | +$22 | ﹤0.01% | 1381 |
|
|
2016
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 1379 |
|
|
2015
Q4 | $1K | Buy |
+34
| New | +$1.21K | ﹤0.01% | 1234 |
|
Other funds holding HRB
TA
BCM
RFG
WCM
TAM
CWA
YIH