Dimensional Fund Advisors’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 | $117M | Buy |
|
|||||
|
2025
Q2 | $124M | Sell |
|
|||||
|
2025
Q1 | $125M | Sell |
|
|||||
|
2024
Q4 | $123M | Buy |
|
|||||
|
2024
Q3 | $146M | Sell |
|
|||||
|
2024
Q2 | $135M | Buy |
|
|||||
|
2024
Q1 | $121M | Sell |
|
|||||
|
2023
Q4 | $119M | Buy |
|
|||||
|
2023
Q3 | $103M | Buy |
|
|||||
|
2023
Q2 | $71.1M | Buy |
|
|||||
|
2023
Q1 | $76.5M | Buy |
|
|||||
|
2022
Q4 | $76.4K | Sell |
|
|||||
|
2022
Q3 | $91.4M | Buy |
|
|||||
|
2022
Q2 | $70.7M | Buy |
|
|||||
|
2022
Q1 | $49.2M | Buy |
|
|||||
|
2021
Q4 | $43.9M | Buy |
|
|||||
|
2021
Q3 | $46.4M | Buy |
|
|||||
|
2021
Q2 | $35.8M | Sell |
|
|||||
|
2021
Q1 | $35.6M | Buy |
|
|||||
|
2020
Q4 | $25.8M | Sell |
|
|||||
|
2020
Q3 | $26.6M | Sell |
|
|||||
|
2020
Q2 | $27.7M | Buy |
|
|||||
|
2020
Q1 | $23.3M | Buy |
|
|||||
|
2019
Q4 | $37.5M | Buy |
|
|||||
|
2019
Q3 | $37.5M | Buy |
|
|||||
|
2019
Q2 | $40.8M | Buy |
|
|||||
|
2019
Q1 | $33M | Buy |
|
|||||
|
2018
Q4 | $33.4M | Buy |
|
|||||
|
2018
Q3 | $33M | Buy |
|
|||||
|
2018
Q2 | $27M | Buy |
|
|||||
|
2018
Q1 | $29.8M | Sell |
|
|||||
|
2017
Q4 | $30.8M | Buy |
|
|||||
|
2017
Q3 | $30.2M | Buy |
|
|||||
|
2017
Q2 | $33.3M | Buy |
|
|||||
|
2017
Q1 | $23.9M | Buy |
|
|||||
|
2016
Q4 | $22.7M | Buy |
|
|||||
|
2016
Q3 | $16.2M | Buy |
|
|||||
|
2016
Q2 | $15.7M | Sell |
|
|||||
|
2016
Q1 | $19.8M | Sell |
|
|||||
|
2015
Q4 | $26.3M | Buy |
|
|||||
|
2015
Q3 | $27.5M | Buy |
|
|||||
|
2015
Q2 | $21.1M | Buy |
|
|||||
|
2015
Q1 | $20.4M | Buy |
|
|||||
|
2014
Q4 | $20.6M | Buy |
|
|||||
|
2014
Q3 | $17.9M | Buy |
|
|||||
|
2014
Q2 | $19M | Buy |
|
|||||
|
2014
Q1 | $11.6M | Buy |
|
|||||
|
2013
Q4 | $10.5M | Buy |
|
|||||
|
2013
Q3 | $9.43M | Buy |
|
|||||
|
2013
Q2 | $9.11M | Buy |
|