WCM
Wedge Capital Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Sell |
737,997
-44,951
| -6% | -$2.47M | 0.72% | 37 |
|
|
2025
Q1 | $43M | Sell |
782,948
-101,766
| -12% | -$5.59M | 0.83% | 30 |
|
|
2024
Q4 | $46.7M | Buy |
884,714
+107,450
| +14% | +$5.68M | 0.84% | 32 |
|
|
2024
Q3 | $49.4M | Buy |
777,264
+732,359
| +1,631% | +$46.5M | 0.85% | 34 |
|
|
2024
Q2 | $2.44M | Sell |
44,905
-4,555
| -9% | -$247K | 0.04% | 290 |
|
|
2024
Q1 | $2.43M | Buy |
49,460
+18,673
| +61% | +$917K | 0.04% | 303 |
|
|
2023
Q4 | $1.49M | Sell |
30,787
-390
| -1% | -$18.9K | 0.03% | 322 |
|
|
2023
Q3 | $1.34M | Sell |
31,177
-56,534
| -64% | -$2.43M | 0.03% | 322 |
|
|
2023
Q2 | $2.8M | Sell |
87,711
-760,876
| -90% | -$24.2M | 0.04% | 335 |
|
|
2023
Q1 | $29.9M | Sell |
848,587
-47,540
| -5% | -$1.68M | 0.5% | 69 |
|
|
2022
Q4 | $32.7M | Buy |
896,127
+8,760
| +1% | +$320K | 0.53% | 71 |
|
|
2022
Q3 | $37.7M | Sell |
887,367
-34,107
| -4% | -$1.45M | 0.64% | 36 |
|
|
2022
Q2 | $32.5M | Buy |
921,474
+912,967
| +10,732% | +$32.2M | 0.52% | 72 |
|
|
2022
Q1 | $222K | Sell |
8,507
-240
| -3% | -$6.26K | ﹤0.01% | 389 |
|
|
2021
Q4 | $206K | Sell |
8,747
-144
| -2% | -$3.39K | ﹤0.01% | 392 |
|
|
2021
Q3 | $222K | Buy |
+8,891
| New | +$222K | ﹤0.01% | 372 |
|
|
2019
Q1 | – | Sell |
-22,462
| Closed | -$570K | – | 586 |
|
|
2018
Q4 | $570K | Sell |
22,462
-4,194
| -16% | -$106K | 0.01% | 413 |
|
|
2018
Q3 | $686K | Buy |
26,656
+2,444
| +10% | +$62.9K | 0.01% | 433 |
|
|
2018
Q2 | $552K | Buy |
24,212
+1,366
| +6% | +$31.1K | 0.01% | 451 |
|
|
2018
Q1 | $581K | Buy |
22,846
+206
| +0.9% | +$5.24K | 0.01% | 437 |
|
|
2017
Q4 | $594K | Buy |
22,640
+1,877
| +9% | +$49.2K | 0.01% | 439 |
|
|
2017
Q3 | $550K | Sell |
20,763
-542
| -3% | -$14.4K | 0.01% | 446 |
|
|
2017
Q2 | $659K | Sell |
21,305
-3,825
| -15% | -$118K | 0.01% | 399 |
|
|
2017
Q1 | $584K | Sell |
25,130
-1,289
| -5% | -$30K | 0.01% | 412 |
|
|
2016
Q4 | $607K | Sell |
26,419
-1,140
| -4% | -$26.2K | 0.01% | 406 |
|
|
2016
Q3 | $638K | Sell |
27,559
-230
| -0.8% | -$5.33K | 0.01% | 391 |
|
|
2016
Q2 | $639K | Buy |
+27,789
| New | +$639K | 0.01% | 381 |
|
|
2015
Q4 | – | Sell |
-959,025
| Closed | -$34.7M | – | 598 |
|
|
2015
Q3 | $34.7M | Buy |
+959,025
| New | +$34.7M | 0.37% | 89 |
|
|
2015
Q2 | – | Sell |
-22,050
| Closed | -$707K | – | 604 |
|
|
2015
Q1 | $707K | Hold |
22,050
| – | – | 0.01% | 368 |
|
|
2014
Q4 | $743K | Buy |
22,050
+25
| +0.1% | +$842 | 0.01% | 370 |
|
|
2014
Q3 | $683K | Buy |
+22,025
| New | +$683K | 0.01% | 382 |
|