Bank of New York Mellon’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.5M | Sell |
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|
2025
Q1 | $91M | Sell |
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|
2024
Q4 | $89M | Buy |
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|
2024
Q3 | $104M | Sell |
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|
2024
Q2 | $94.8M | Sell |
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|
2024
Q1 | $86.6M | Sell |
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|
2023
Q4 | $91.3M | Sell |
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|
2023
Q3 | $82.9M | Sell |
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|
2023
Q2 | $63M | Sell |
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|
2023
Q1 | $73M | Sell |
|
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|
2022
Q4 | $77.2M | Sell |
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|
2022
Q3 | $111M | Sell |
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|
2022
Q2 | $94.3M | Buy |
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|
2022
Q1 | $66.1M | Sell |
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|
2021
Q4 | $61.2M | Sell |
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|
2021
Q3 | $74.6M | Sell |
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|
2021
Q2 | $83.6M | Sell |
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|
2021
Q1 | $90.9M | Sell |
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|
2020
Q4 | $67.1M | Sell |
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|
2020
Q3 | $93.9M | Sell |
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|
2020
Q2 | $90.3M | Sell |
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|
2020
Q1 | $96M | Sell |
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|
2019
Q4 | $161M | Sell |
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|
2019
Q3 | $163M | Sell |
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|
2019
Q2 | $226M | Sell |
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|
2019
Q1 | $229M | Buy |
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|
2018
Q4 | $214M | Buy |
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|
2018
Q3 | $182M | Buy |
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|
2018
Q2 | $141M | Sell |
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|
2018
Q1 | $192M | Buy |
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|
2017
Q4 | $172M | Buy |
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|
2017
Q3 | $168M | Sell |
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|
2017
Q2 | $207M | Sell |
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|
2017
Q1 | $184M | Buy |
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|
2016
Q4 | $167M | Buy |
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|
2016
Q3 | $114M | Buy |
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|
2016
Q2 | $113M | Buy |
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|
2016
Q1 | $130M | Buy |
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|
2015
Q4 | $140M | Sell |
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|
2015
Q3 | $202M | Sell |
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|
2015
Q2 | $218M | Buy |
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|
2015
Q1 | $199M | Sell |
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|
2014
Q4 | $280M | Buy |
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|
2014
Q3 | $188M | Sell |
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|
2014
Q2 | $203M | Buy |
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|
2014
Q1 | $181M | Buy |
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|
2013
Q4 | $107M | Buy |
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|
2013
Q3 | $92.2M | Sell |
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|
2013
Q2 | $147M | Buy |
|