World Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $182K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $331K | Sell |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $314K | Buy |
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|
2018
Q1 | $343K | Sell |
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|
2017
Q4 | $476K | Sell |
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|
2017
Q3 | $515K | Sell |
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|
2017
Q2 | $605K | Sell |
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|
2017
Q1 | $518K | Buy |
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|
2016
Q4 | $473K | Sell |
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|
2016
Q3 | $530K | Sell |
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|
2016
Q2 | $527K | Sell |
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|
2016
Q1 | $611K | Sell |
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|
2015
Q4 | $873K | Sell |
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|
2015
Q3 | $1.07M | Buy |
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|
2015
Q2 | $867K | Sell |
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|
2015
Q1 | $1.04M | Sell |
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|
2014
Q4 | $1.1M | Sell |
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|
2014
Q3 | $1.23M | Buy |
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|
2014
Q2 | $1.26M | Buy |
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|
2014
Q1 | $1.13M | Sell |
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|
2013
Q4 | $1.23M | Sell |
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|
2013
Q3 | $1.32M | Sell |
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|
2013
Q2 | $1.53M | Buy |
|