Wolverine Trading’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
Q1 | – | Sell |
-26,671
| Closed | -$1.39M | – | 1812 |
|
|
2024
Q4 | $1.39M | Buy |
26,671
+13,760
| +107% | +$717K | ﹤0.01% | 463 |
|
|
2024
Q3 | $822K | Sell |
12,911
-2,847
| -18% | -$181K | ﹤0.01% | 481 |
|
|
2024
Q2 | $855K | Buy |
+15,758
| New | +$855K | ﹤0.01% | 459 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1632 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1682 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1624 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1548 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1549 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1509 |
|
|
2022
Q3 | – | Sell |
-21,579
| Closed | -$746K | – | 1676 |
|
|
2022
Q2 | $746K | Buy |
+21,579
| New | +$746K | ﹤0.01% | 403 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2145 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2254 |
|
|
2021
Q2 | – | Sell |
-35,048
| Closed | -$764K | – | 2171 |
|
|
2021
Q1 | $764K | Sell |
35,048
-4,462
| -11% | -$97.3K | ﹤0.01% | 735 |
|
|
2020
Q4 | $613K | Buy |
+39,510
| New | +$613K | ﹤0.01% | 743 |
|
|
2020
Q3 | – | Sell |
-30,939
| Closed | -$440K | – | 1584 |
|
|
2020
Q2 | $440K | Buy |
30,939
+10,498
| +51% | +$149K | ﹤0.01% | 641 |
|
|
2020
Q1 | $286K | Buy |
20,441
+5,056
| +33% | +$70.7K | ﹤0.01% | 834 |
|
|
2019
Q4 | $360K | Buy |
+15,385
| New | +$360K | ﹤0.01% | 991 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1566 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1582 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1634 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1834 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1624 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1736 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1569 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1541 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1495 |
|