Zurich Cantonal Bank’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
Q2 | $2.09M | Buy |
37,997
+1,927
| +5% | +$106K | 0.01% | 845 |
|
|
2025
Q1 | $1.98M | Sell |
36,070
-220
| -0.6% | -$12.1K | 0.01% | 829 |
|
|
2024
Q4 | $1.92M | Sell |
36,290
-431
| -1% | -$22.8K | 0.01% | 865 |
|
|
2024
Q3 | $2.33M | Sell |
36,721
-6,798
| -16% | -$432K | 0.01% | 758 |
|
|
2024
Q2 | $2.36M | Sell |
43,519
-286
| -0.7% | -$15.5K | 0.01% | 718 |
|
|
2024
Q1 | $2.15M | Sell |
43,805
-1,894
| -4% | -$93K | 0.01% | 734 |
|
|
2023
Q4 | $2.21M | Buy |
45,699
+16,335
| +56% | +$790K | 0.01% | 710 |
|
|
2023
Q3 | $1.26M | Sell |
29,364
-566
| -2% | -$24.4K | 0.01% | 864 |
|
|
2023
Q2 | $954K | Buy |
29,930
+5,506
| +23% | +$175K | ﹤0.01% | 960 |
|
|
2023
Q1 | $861K | Buy |
24,424
+1,272
| +5% | +$44.8K | ﹤0.01% | 975 |
|
|
2022
Q4 | $845K | Buy |
23,152
+1,223
| +6% | +$44.7K | ﹤0.01% | 955 |
|
|
2022
Q3 | $933K | Hold |
21,929
| – | – | 0.01% | 868 |
|
|
2022
Q2 | $775K | Sell |
21,929
-1,971
| -8% | -$69.7K | ﹤0.01% | 970 |
|
|
2022
Q1 | $622K | Sell |
23,900
-1,470
| -6% | -$38.3K | ﹤0.01% | 1211 |
|
|
2021
Q4 | $598K | Buy |
25,370
+7,111
| +39% | +$168K | ﹤0.01% | 1312 |
|
|
2021
Q3 | $456K | Hold |
18,259
| – | – | ﹤0.01% | 1358 |
|
|
2021
Q2 | $429K | Sell |
18,259
-1,644
| -8% | -$38.6K | ﹤0.01% | 1313 |
|
|
2021
Q1 | $434K | Sell |
19,903
-2,150
| -10% | -$46.9K | ﹤0.01% | 1319 |
|
|
2020
Q4 | $350K | Hold |
22,053
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q3 | $359K | Sell |
22,053
-8,211
| -27% | -$134K | ﹤0.01% | 1246 |
|
|
2020
Q2 | $432K | Buy |
30,264
+5,299
| +21% | +$75.6K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $352K | Sell |
24,965
-10,672
| -30% | -$150K | ﹤0.01% | 975 |
|
|
2019
Q4 | $837K | Sell |
35,637
-183,457
| -84% | -$4.31M | 0.01% | 839 |
|
|
2019
Q3 | $5.18M | Sell |
219,094
-28,640
| -12% | -$676K | 0.04% | 405 |
|
|
2019
Q2 | $7.26M | Buy |
247,734
+4,648
| +2% | +$136K | 0.06% | 338 |
|
|
2019
Q1 | $5.82M | Buy |
243,086
+74,554
| +44% | +$1.78M | 0.05% | 373 |
|
|
2018
Q4 | $4.28M | Sell |
168,532
-79,199
| -32% | -$2.01M | 0.04% | 410 |
|
|
2018
Q3 | $6.38M | Sell |
247,731
-11,899
| -5% | -$306K | 0.05% | 370 |
|
|
2018
Q2 | $5.91M | Buy |
259,630
+102,160
| +65% | +$2.33M | 0.05% | 380 |
|
|
2018
Q1 | $4M | Sell |
157,470
-66,590
| -30% | -$1.69M | 0.04% | 465 |
|
|
2017
Q4 | $5.88M | Sell |
224,060
-47,770
| -18% | -$1.25M | 0.05% | 375 |
|
|
2017
Q3 | $7.2M | Buy |
271,830
+39,268
| +17% | +$1.04M | 0.07% | 336 |
|
|
2017
Q2 | $7.19M | Buy |
232,562
+192,151
| +475% | +$5.94M | 0.07% | 307 |
|
|
2017
Q1 | $940K | Hold |
40,411
| – | – | 0.01% | 794 |
|
|
2016
Q4 | $929K | Sell |
40,411
-11,726
| -22% | -$270K | 0.01% | 798 |
|
|
2016
Q3 | $1.21M | Buy |
52,137
+16,142
| +45% | +$374K | 0.01% | 729 |
|
|
2016
Q2 | $828K | Sell |
35,995
-1,038
| -3% | -$23.9K | 0.01% | 735 |
|
|
2016
Q1 | $978K | Hold |
37,033
| – | – | 0.01% | 714 |
|
|
2015
Q4 | $1.23M | Sell |
37,033
-4,006
| -10% | -$133K | 0.02% | 657 |
|
|
2015
Q3 | $1.49M | Hold |
41,039
| – | – | 0.02% | 603 |
|
|
2015
Q2 | $1.22M | Buy |
41,039
+2,242
| +6% | +$66.5K | 0.02% | 663 |
|
|
2015
Q1 | $1.24M | Buy |
38,797
+8,633
| +29% | +$277K | 0.02% | 646 |
|
|
2014
Q4 | $1.02M | Buy |
30,164
+10,100
| +50% | +$340K | 0.03% | 531 |
|
|
2014
Q3 | $622K | Hold |
20,064
| – | – | 0.02% | 638 |
|
|
2014
Q2 | $673K | Hold |
20,064
| – | – | 0.02% | 653 |
|
|
2014
Q1 | $606K | Buy |
20,064
+3,715
| +23% | +$112K | 0.02% | 647 |
|
|
2013
Q4 | $475K | Buy |
16,349
+764
| +5% | +$22.2K | 0.02% | 651 |
|
|
2013
Q3 | $415K | Buy |
15,585
+1,837
| +13% | +$48.9K | 0.01% | 655 |
|
|
2013
Q2 | $382K | Buy |
+13,748
| New | +$382K | 0.01% | 650 |
|