Fidelity Investments’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760M | Sell |
13,850,032
-844,792
| -6% | -$46.4M | 0.04% | 350 |
|
|
2025
Q1 | $807M | Buy |
14,694,824
+285,833
| +2% | +$15.7M | 0.05% | 300 |
|
|
2024
Q4 | $761M | Sell |
14,408,991
-4,523,454
| -24% | -$239M | 0.05% | 330 |
|
|
2024
Q3 | $1.2B | Sell |
18,932,445
-1,996,584
| -10% | -$127M | 0.07% | 230 |
|
|
2024
Q2 | $1.13B | Buy |
20,929,029
+137,805
| +0.7% | +$7.47M | 0.07% | 224 |
|
|
2024
Q1 | $1.02B | Sell |
20,791,224
-797,619
| -4% | -$39.2M | 0.07% | 257 |
|
|
2023
Q4 | $1.04B | Sell |
21,588,843
-337,486
| -2% | -$16.3M | 0.08% | 221 |
|
|
2023
Q3 | $944M | Sell |
21,926,329
-915,125
| -4% | -$39.4M | 0.08% | 216 |
|
|
2023
Q2 | $728M | Buy |
22,841,454
+3,770
| +0% | +$120K | 0.06% | 299 |
|
|
2023
Q1 | $805M | Buy |
22,837,684
+3,679,366
| +19% | +$130M | 0.07% | 263 |
|
|
2022
Q4 | $699M | Buy |
19,158,318
+4,478,844
| +31% | +$164M | 0.07% | 285 |
|
|
2022
Q3 | $624M | Buy |
14,679,474
+1,898,139
| +15% | +$80.7M | 0.07% | 287 |
|
|
2022
Q2 | $451M | Buy |
12,781,335
+4,690,930
| +58% | +$166M | 0.05% | 403 |
|
|
2022
Q1 | $211M | Buy |
8,090,405
+8,085,933
| +180,812% | +$211M | 0.02% | 750 |
|
|
2021
Q4 | $105K | Buy |
4,472
+728
| +19% | +$17.1K | ﹤0.01% | 3080 |
|
|
2021
Q3 | $94K | Buy |
3,744
+1,515
| +68% | +$38K | ﹤0.01% | 3094 |
|
|
2021
Q2 | $52K | Sell |
2,229
-3,435,309
| -100% | -$80.1M | ﹤0.01% | 3158 |
|
|
2021
Q1 | $74.9M | Buy |
3,437,538
+1,988,032
| +137% | +$43.3M | 0.01% | 1206 |
|
|
2020
Q4 | $23M | Sell |
1,449,506
-1,266,934
| -47% | -$20.1M | ﹤0.01% | 1659 |
|
|
2020
Q3 | $44.3M | Sell |
2,716,440
-2,896,450
| -52% | -$47.2M | ﹤0.01% | 1241 |
|
|
2020
Q2 | $80.2M | Sell |
5,612,890
-539,188
| -9% | -$7.7M | 0.01% | 972 |
|
|
2020
Q1 | $86.6M | Buy |
6,152,078
+5,612,893
| +1,041% | +$79M | 0.01% | 811 |
|
|
2019
Q4 | $12.7M | Buy |
539,185
+103
| +0% | +$2.42K | ﹤0.01% | 1763 |
|
|
2019
Q3 | $12.7M | Sell |
539,082
-702,129
| -57% | -$16.6M | ﹤0.01% | 1745 |
|
|
2019
Q2 | $36.4M | Buy |
1,241,211
+1,085,673
| +698% | +$31.8M | ﹤0.01% | 1372 |
|
|
2019
Q1 | $3.72M | Sell |
155,538
-1,547,143
| -91% | -$37M | ﹤0.01% | 2150 |
|
|
2018
Q4 | $43.2M | Sell |
1,702,681
-934,250
| -35% | -$23.7M | 0.01% | 1207 |
|
|
2018
Q3 | $67.9M | Buy |
2,636,931
+512,687
| +24% | +$13.2M | 0.01% | 1123 |
|
|
2018
Q2 | $48.4M | Sell |
2,124,244
-1,029,816
| -33% | -$23.5M | 0.01% | 1288 |
|
|
2018
Q1 | $80.1M | Buy |
3,154,060
+1,490,942
| +90% | +$37.9M | 0.01% | 1077 |
|
|
2017
Q4 | $43.6M | Buy |
1,663,118
+477,658
| +40% | +$12.5M | 0.01% | 1358 |
|
|
2017
Q3 | $31.4M | Buy |
1,185,460
+881,725
| +290% | +$23.3M | ﹤0.01% | 1525 |
|
|
2017
Q2 | $9.39M | Sell |
303,735
-2,193,458
| -88% | -$67.8M | ﹤0.01% | 1972 |
|
|
2017
Q1 | $58.1M | Sell |
2,497,193
-4,330,706
| -63% | -$101M | 0.01% | 1233 |
|
|
2016
Q4 | $157M | Sell |
6,827,899
-8,948,611
| -57% | -$206M | 0.02% | 784 |
|
|
2016
Q3 | $365M | Sell |
15,776,510
-1,251,214
| -7% | -$29M | 0.05% | 430 |
|
|
2016
Q2 | $392M | Buy |
17,027,724
+4,315,751
| +34% | +$99.3M | 0.05% | 385 |
|
|
2016
Q1 | $336M | Sell |
12,711,973
-457,404
| -3% | -$12.1M | 0.05% | 429 |
|
|
2015
Q4 | $439M | Sell |
13,169,377
-3,802,424
| -22% | -$127M | 0.06% | 354 |
|
|
2015
Q3 | $614M | Buy |
16,971,801
+1,361,350
| +9% | +$49.3M | 0.09% | 243 |
|
|
2015
Q2 | $463M | Sell |
15,610,451
-9,134,020
| -37% | -$271M | 0.06% | 355 |
|
|
2015
Q1 | $794M | Buy |
24,744,471
+6,940
| +0% | +$223K | 0.1% | 220 |
|
|
2014
Q4 | $833M | Buy |
24,737,531
+7,171
| +0% | +$242K | 0.11% | 198 |
|
|
2014
Q3 | $767M | Buy |
24,730,360
+75,614
| +0.3% | +$2.34M | 0.1% | 211 |
|
|
2014
Q2 | $826M | Sell |
24,654,746
-1,270,691
| -5% | -$42.6M | 0.11% | 195 |
|
|
2014
Q1 | $783M | Sell |
25,925,437
-1,387,391
| -5% | -$41.9M | 0.11% | 196 |
|
|
2013
Q4 | $793M | Sell |
27,312,828
-35,739
| -0.1% | -$1.04M | 0.11% | 202 |
|
|
2013
Q3 | $729M | Buy |
27,348,567
+6,523,906
| +31% | +$174M | 0.11% | 204 |
|
|
2013
Q2 | $578M | Buy |
+20,824,661
| New | +$578M | 0.09% | 245 |
|