Ziegler Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $364K | Sell |
24,628
-1,631
| -6% | -$24.1K | 0.01% | 363 |
|
|
2023
Q4 | $1.27M | Sell |
26,259
-806
| -3% | -$39.1K | 0.06% | 255 |
|
|
2023
Q3 | $1.17M | Buy |
27,065
+5,200
| +24% | +$224K | 0.05% | 260 |
|
|
2023
Q2 | $697K | Sell |
21,865
-5,751
| -21% | -$183K | 0.03% | 321 |
|
|
2023
Q1 | $968K | Buy |
+27,616
| New | +$968K | 0.04% | 293 |
|