Ownership history in CX Institutional · 12 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in H&R BLOCK INC (HRB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 28 | — | 0% | 0.00% | $1K | $49.41 |
| 2025 Q2 | UNCHANGED | 28 | — | 0% | 0.00% | $2K | $53.18 |
| 2025 Q1 | REDUCED | 28 | -2 | -6.7% | 0.00% | $2K | $52.86 |
| 2022 Q2 | UNCHANGED | 30 | — | 0% | 0.00% | $1K | $31.45 |
| 2021 Q3 | UNCHANGED | 30 | — | 0% | 0.00% | $1K | $21.61 |
| 2021 Q2 | REDUCED | 30 | -978 | -97.0% | 0.00% | $1K | $20.09 |
| 2020 Q3 | ADDED | 1,008 | +41 | +4.2% | 0.00% | $16K | $13.42 |
| 2020 Q2 | UNCHANGED | 967 | — | 0% | 0.00% | $14K | $11.56 |
| 2020 Q1 | REDUCED | 967 | -64,326 | -98.5% | 0.00% | $14K | $11.20 |
| 2019 Q3 | ADDED | 65,293 | +65,265 | +233089.3% | 0.25% | $1.5M | $18.30 |
As of 2025 Q4 — sorted by position size