Vestcor Inc’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 | $897K | Hold |
16,342
| – | – | 0.03% | 524 |
|
|
2025
Q1 | $897K | Buy |
16,342
+8,338
| +104% | +$458K | 0.03% | 481 |
|
|
2024
Q4 | $423K | Sell |
8,004
-11,107
| -58% | -$587K | 0.01% | 739 |
|
|
2024
Q3 | $1.22M | Hold |
19,111
| – | – | 0.04% | 416 |
|
|
2024
Q2 | $1.04M | Hold |
19,111
| – | – | 0.04% | 422 |
|
|
2024
Q1 | $939K | Buy |
19,111
+11,107
| +139% | +$546K | 0.03% | 433 |
|
|
2023
Q4 | $387K | Hold |
8,004
| – | – | 0.01% | 747 |
|
|
2023
Q3 | $345K | Hold |
8,004
| – | – | 0.01% | 770 |
|
|
2023
Q2 | $255K | Buy |
8,004
+2,293
| +40% | +$73.1K | 0.01% | 772 |
|
|
2023
Q1 | $201K | Sell |
5,711
-12,499
| -69% | -$440K | 0.01% | 880 |
|
|
2022
Q4 | $665K | Buy |
18,210
+12,861
| +240% | +$470K | 0.02% | 585 |
|
|
2022
Q3 | $228K | Buy |
+5,349
| New | +$228K | 0.01% | 905 |
|
|
2020
Q3 | – | Sell |
-4,151
| Closed | -$59K | – | 931 |
|
|
2020
Q2 | $59K | Sell |
4,151
-160,529
| -97% | -$2.28M | ﹤0.01% | 758 |
|
|
2020
Q1 | $2.32M | Buy |
164,680
+6,286
| +4% | +$88.5K | 0.13% | 192 |
|
|
2019
Q4 | $3.72M | Buy |
+158,394
| New | +$3.72M | 0.17% | 169 |
|