Wells Fargo’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 | $3.88M | Sell |
70,680
-77,076
| -52% | -$4.23M | ﹤0.01% | 2407 |
|
|
2025
Q1 | $8.11M | Buy |
147,756
+48,884
| +49% | +$2.68M | ﹤0.01% | 1806 |
|
|
2024
Q4 | $5.22M | Sell |
98,872
-5,415
| -5% | -$286K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $6.63M | Sell |
104,287
-7,535
| -7% | -$479K | ﹤0.01% | 1952 |
|
|
2024
Q2 | $6.06M | Buy |
111,822
+6,083
| +6% | +$330K | ﹤0.01% | 1938 |
|
|
2024
Q1 | $5.19M | Buy |
105,739
+912
| +0.9% | +$44.8K | ﹤0.01% | 2009 |
|
|
2023
Q4 | $5.07M | Buy |
104,827
+8,007
| +8% | +$387K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $4.17M | Sell |
96,820
-18,417
| -16% | -$793K | ﹤0.01% | 2091 |
|
|
2023
Q2 | $3.67M | Sell |
115,237
-39,463
| -26% | -$1.26M | ﹤0.01% | 2271 |
|
|
2023
Q1 | $5.45M | Sell |
154,700
-8,578
| -5% | -$302K | ﹤0.01% | 1937 |
|
|
2022
Q4 | $5.96M | Sell |
163,278
-88,776
| -35% | -$3.24M | ﹤0.01% | 1844 |
|
|
2022
Q3 | $10.7M | Buy |
252,054
+50,730
| +25% | +$2.16M | ﹤0.01% | 1416 |
|
|
2022
Q2 | $7.11M | Sell |
201,324
-239,178
| -54% | -$8.45M | ﹤0.01% | 1726 |
|
|
2022
Q1 | $11.5M | Sell |
440,502
-31,324
| -7% | -$816K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $11.1M | Sell |
471,826
-680,001
| -59% | -$16M | ﹤0.01% | 1692 |
|
|
2021
Q3 | $28.8M | Sell |
1,151,827
-163,049
| -12% | -$4.08M | 0.01% | 1362 |
|
|
2021
Q2 | $30.9M | Buy |
1,314,876
+835,184
| +174% | +$19.6M | 0.01% | 1355 |
|
|
2021
Q1 | $10.5M | Buy |
479,692
+293,242
| +157% | +$6.39M | ﹤0.01% | 2079 |
|
|
2020
Q4 | $2.96M | Sell |
186,450
-24,184
| -11% | -$383K | ﹤0.01% | 3168 |
|
|
2020
Q3 | $3.43M | Sell |
210,634
-100,261
| -32% | -$1.63M | ﹤0.01% | 2815 |
|
|
2020
Q2 | $4.44M | Sell |
310,895
-170,172
| -35% | -$2.43M | ﹤0.01% | 2537 |
|
|
2020
Q1 | $6.77M | Sell |
481,067
-1,095,257
| -69% | -$15.4M | ﹤0.01% | 1978 |
|
|
2019
Q4 | $37M | Sell |
1,576,324
-845,830
| -35% | -$19.9M | 0.01% | 1104 |
|
|
2019
Q3 | $57.2M | Sell |
2,422,154
-125,129
| -5% | -$2.96M | 0.02% | 831 |
|
|
2019
Q2 | $74.6M | Buy |
2,547,283
+96,885
| +4% | +$2.84M | 0.02% | 724 |
|
|
2019
Q1 | $58.7M | Buy |
2,450,398
+364,817
| +17% | +$8.73M | 0.02% | 808 |
|
|
2018
Q4 | $52.9M | Buy |
2,085,581
+420,434
| +25% | +$10.7M | 0.02% | 798 |
|
|
2018
Q3 | $42.9M | Buy |
1,665,147
+371,304
| +29% | +$9.56M | 0.01% | 1020 |
|
|
2018
Q2 | $29.5M | Sell |
1,293,843
-315,663
| -20% | -$7.19M | 0.01% | 1237 |
|
|
2018
Q1 | $40.9M | Buy |
1,609,506
+324,114
| +25% | +$8.24M | 0.01% | 1015 |
|
|
2017
Q4 | $33.7M | Sell |
1,285,392
-88,914
| -6% | -$2.33M | 0.01% | 1123 |
|
|
2017
Q3 | $36.4M | Buy |
1,374,306
+941,182
| +217% | +$24.9M | 0.01% | 1066 |
|
|
2017
Q2 | $13.4M | Buy |
433,124
+259,785
| +150% | +$8.03M | ﹤0.01% | 1681 |
|
|
2017
Q1 | $4.03M | Sell |
173,339
-113,352
| -40% | -$2.64M | ﹤0.01% | 2595 |
|
|
2016
Q4 | $6.59M | Sell |
286,691
-4,930
| -2% | -$113K | ﹤0.01% | 2160 |
|
|
2016
Q3 | $6.75M | Sell |
291,621
-29,073
| -9% | -$673K | ﹤0.01% | 2038 |
|
|
2016
Q2 | $7.37M | Sell |
320,694
-231,742
| -42% | -$5.33M | ﹤0.01% | 2030 |
|
|
2016
Q1 | $14.6M | Sell |
552,436
-36,360
| -6% | -$961K | 0.01% | 1492 |
|
|
2015
Q4 | $19.6M | Buy |
588,796
+28,117
| +5% | +$937K | 0.01% | 1330 |
|
|
2015
Q3 | $20.3M | Sell |
560,679
-85,760
| -13% | -$3.1M | 0.01% | 1290 |
|
|
2015
Q2 | $19.2M | Buy |
646,439
+99,090
| +18% | +$2.94M | 0.01% | 1400 |
|
|
2015
Q1 | $17.6M | Buy |
547,349
+110,592
| +25% | +$3.55M | 0.01% | 1422 |
|
|
2014
Q4 | $14.7M | Sell |
436,757
-901,110
| -67% | -$30.4M | 0.01% | 1511 |
|
|
2014
Q3 | $41.5M | Sell |
1,337,867
-245,952
| -16% | -$7.63M | 0.02% | 836 |
|
|
2014
Q2 | $53.1M | Buy |
1,583,819
+1,340,600
| +551% | +$44.9M | 0.02% | 745 |
|
|
2014
Q1 | $7.34M | Buy |
243,219
+52,315
| +27% | +$1.58M | ﹤0.01% | 2030 |
|
|
2013
Q4 | $5.54M | Sell |
190,904
-3,908
| -2% | -$113K | ﹤0.01% | 2185 |
|
|
2013
Q3 | $5.19M | Sell |
194,812
-12,010
| -6% | -$320K | ﹤0.01% | 2151 |
|
|
2013
Q2 | $5.74M | Buy |
+206,822
| New | +$5.74M | ﹤0.01% | 2002 |
|