Wedge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.1M | Sell |
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|
2025
Q2 | $40.5M | Sell |
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|
2025
Q1 | $43M | Sell |
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|
2024
Q4 | $46.7M | Buy |
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|
2024
Q3 | $49.4M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $2.8M | Sell |
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|
2023
Q1 | $29.9M | Sell |
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|
2022
Q4 | $32.7M | Buy |
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|
2022
Q3 | $37.7M | Sell |
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|
2022
Q2 | $32.5M | Buy |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $206K | Sell |
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|
2021
Q3 | $222K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $570K | Sell |
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|
2018
Q3 | $686K | Buy |
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|
2018
Q2 | $552K | Buy |
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|
2018
Q1 | $581K | Buy |
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|
2017
Q4 | $594K | Buy |
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|
2017
Q3 | $550K | Sell |
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|
2017
Q2 | $659K | Sell |
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|
2017
Q1 | $584K | Sell |
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|
2016
Q4 | $607K | Sell |
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|
2016
Q3 | $638K | Sell |
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|
2016
Q2 | $639K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $34.7M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $707K | Hold |
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|
2014
Q4 | $743K | Buy |
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|
2014
Q3 | $683K | Buy |
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