Balyasny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Buy |
414,663
+96,862
| +30% | +$3.38M | 0.03% | 888 |
|
|
2025
Q4 | $13.8M | Buy |
+317,801
| New | +$14.9M | 0.03% | 887 |
|
|
2025
Q3 | – | Sell |
-147,826
| Closed | -$8.11M | – | 3175 |
|
|
2025
Q2 | $8.11M | Sell |
147,826
-1,139,070
| -89% | -$65.8M | 0.02% | 1057 |
|
|
2025
Q1 | $70.7M | Buy |
1,286,896
+1,281,945
| +25,893% | +$68.5M | 0.18% | 203 |
|
|
2024
Q4 | $262K | Sell |
4,951
-2,068
| -29% | -$122K | ﹤0.01% | 2445 |
|
|
2024
Q3 | $446K | Sell |
7,019
-1,115
| -14% | -$66.5K | ﹤0.01% | 2310 |
|
|
2024
Q2 | $441K | Sell |
8,134
-3,453
| -30% | -$172K | ﹤0.01% | 2104 |
|
|
2024
Q1 | $569K | Buy |
11,587
+5,147
| +80% | +$245K | ﹤0.01% | 2005 |
|
|
2023
Q4 | $312K | Buy |
+6,440
| New | +$287K | ﹤0.01% | 2143 |
|
|
2023
Q3 | – | Sell |
-84,572
| Closed | -$2.7M | – | 2479 |
|
|
2023
Q2 | $2.7M | Buy |
84,572
+44,976
| +114% | +$1.45M | 0.01% | 1280 |
|
|
2023
Q1 | $1.4M | Buy |
+39,596
| New | +$1.46M | ﹤0.01% | 1617 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2993 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3052 |
|
|
2022
Q2 | – | Sell |
-35,476
| Closed | -$1.1M | – | 2964 |
|
|
2022
Q1 | $924K | Buy |
+35,476
| New | +$861K | ﹤0.01% | 1669 |
|
|
2021
Q3 | – | Sell |
-311,126
| Closed | -$7.3M | – | 2200 |
|
|
2021
Q2 | $7.3M | Buy |
311,126
+232,365
| +295% | +$5.5M | 0.04% | 594 |
|
|
2021
Q1 | $1.72M | Sell |
78,761
-153,518
| -66% | -$2.9M | 0.01% | 1076 |
|
|
2020
Q4 | $3.68M | Buy |
232,279
+52,666
| +29% | +$910K | 0.02% | 737 |
|
|
2020
Q3 | $2.93M | Sell |
179,613
-178,848
| -50% | -$2.63M | 0.03% | 736 |
|
|
2020
Q2 | $5.12M | Buy |
358,461
+271,247
| +311% | +$4.29M | 0.05% | 513 |
|
|
2020
Q1 | $1.23M | Sell |
87,214
-171,856
| -66% | -$3.6M | 0.02% | 713 |
|
|
2019
Q4 | $6.08M | Buy |
+259,070
| New | +$6.22M | 0.04% | 547 |
|
|
2019
Q1 | – | Sell |
-14,331
| Closed | -$364K | – | 1496 |
|
|
2018
Q4 | $364K | Buy |
+14,331
| New | +$383K | ﹤0.01% | 1177 |
|
|
2018
Q3 | – | Sell |
-18,041
| Closed | -$411K | – | 1841 |
|
|
2018
Q2 | $411K | Buy |
+18,041
| New | +$479K | ﹤0.01% | 1407 |
|
|
2018
Q1 | – | Sell |
-67,762
| Closed | -$1.78M | – | 2103 |
|
|
2017
Q4 | $1.78M | Buy |
67,762
+4,425
| +7% | +$115K | 0.01% | 1168 |
|
|
2017
Q3 | $1.68M | Buy |
63,337
+22,193
| +54% | +$645K | 0.01% | 999 |
|
|
2017
Q2 | $1.27M | Sell |
41,144
-17,656
| -30% | -$463K | 0.01% | 1033 |
|
|
2017
Q1 | $1.37M | Buy |
+58,800
| New | +$1.31M | 0.01% | 1017 |
|
|
2015
Q4 | – | Sell |
-738,697
| Closed | -$26.7M | – | 1341 |
|
|
2015
Q3 | $26.7M | Buy |
738,697
+696,147
| +1,636% | +$23.6M | 0.23% | 136 |
|
|
2015
Q2 | $1.26M | Buy |
+42,550
| New | +$1.33M | 0.01% | 784 |
|
|
2014
Q3 | – | Sell |
-150,000
| Closed | -$5.03M | – | 820 |
|
|
2014
Q2 | $5.03M | Buy |
+150,000
| New | +$4.47M | 0.09% | 382 |
|
Other funds holding HRB
VPM
VCM
