Bridgewater Associates’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
Q3 | $30.7M | Sell |
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|
2025
Q2 | $34.7M | Buy |
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|
2025
Q1 | $28.8M | Buy |
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|
2024
Q4 | $23.3M | Buy |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | $8.55M | Sell |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $18.4M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $5.58M | Buy |
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|
2023
Q1 | $4.13M | Sell |
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|
2022
Q4 | $5.04M | Buy |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $4.96M | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $267K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $852K | Buy |
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|
2018
Q3 | $286K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $251K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $692K | Buy |
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|
2015
Q2 | $413K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $512K | Sell |
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|
2013
Q4 | $896K | Sell |
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|
2013
Q3 | $2.04M | Buy |
|