Winton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.63M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $200K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $576K | Sell |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $586K | Sell |
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|
2019
Q3 | $2.3M | Buy |
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|
2019
Q2 | $845K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.58M | Sell |
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|
2017
Q1 | $7M | Sell |
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|
2016
Q4 | $10M | Buy |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $28.3M | Sell |
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|
2016
Q1 | $43M | Buy |
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|
2015
Q4 | $42M | Sell |
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|
2015
Q3 | $78M | Buy |
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|
2015
Q2 | $34.1M | Sell |
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|
2015
Q1 | $53.2M | Buy |
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|
2014
Q4 | $26.4M | Buy |
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|
2014
Q3 | $8.27M | Sell |
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|
2014
Q2 | $23.1M | Buy |
|