William Blair & Company’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-37,242
| Closed | -$1.19M | – | 2207 |
|
|
2015
Q1 | $1.19M | Buy |
37,242
+3,180
| +9% | +$102K | ﹤0.01% | 1503 |
|
|
2014
Q4 | $1.15M | Sell |
34,062
-6,523
| -16% | -$220K | ﹤0.01% | 1455 |
|
|
2014
Q3 | $1.26M | Buy |
40,585
+85
| +0.2% | +$2.64K | ﹤0.01% | 1393 |
|
|
2014
Q2 | $1.36M | Sell |
40,500
-1,288
| -3% | -$43.2K | ﹤0.01% | 1357 |
|
|
2014
Q1 | $1.26M | Sell |
41,788
-1,050
| -2% | -$31.7K | ﹤0.01% | 1343 |
|
|
2013
Q4 | $1.24M | Buy |
42,838
+15,355
| +56% | +$446K | ﹤0.01% | 1322 |
|
|
2013
Q3 | $733K | Buy |
27,483
+6,925
| +34% | +$185K | ﹤0.01% | 1431 |
|
|
2013
Q2 | $570K | Buy |
+20,558
| New | +$570K | ﹤0.01% | 1466 |
|