Geode Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156M | Buy |
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|
2025
Q1 | $148M | Buy |
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|
2024
Q4 | $137M | Sell |
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|
2024
Q3 | $166M | Sell |
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|
2024
Q2 | $145M | Buy |
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|
2024
Q1 | $129M | Buy |
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|
2023
Q4 | $113M | Sell |
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|
2023
Q3 | $102M | Buy |
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|
2023
Q2 | $74.3M | Buy |
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|
2023
Q1 | $78.7M | Buy |
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|
2022
Q4 | $78.1M | Buy |
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|
2022
Q3 | $88.2M | Buy |
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|
2022
Q2 | $71.6M | Sell |
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|
2022
Q1 | $55.3M | Sell |
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|
2021
Q4 | $53.9M | Sell |
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|
2021
Q3 | $58.3M | Buy |
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|
2021
Q2 | $53.9M | Buy |
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|
2021
Q1 | $47.9M | Buy |
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|
2020
Q4 | $34.1M | Buy |
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|
2020
Q3 | $33.8M | Sell |
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|
2020
Q2 | $47.3M | Sell |
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|
2020
Q1 | $48.6M | Sell |
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|
2019
Q4 | $85M | Buy |
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|
2019
Q3 | $85.3M | Buy |
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|
2019
Q2 | $105M | Buy |
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|
2019
Q1 | $84.7M | Buy |
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|
2018
Q4 | $82.4M | Buy |
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|
2018
Q3 | $74.7M | Sell |
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|
2018
Q2 | $69.2M | Sell |
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|
2018
Q1 | $88.4M | Buy |
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|
2017
Q4 | $78.4M | Sell |
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|
2017
Q3 | $83.5M | Buy |
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|
2017
Q2 | $81.3M | Buy |
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|
2017
Q1 | $58.6M | Buy |
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|
2016
Q4 | $44.9M | Buy |
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|
2016
Q3 | $44.8M | Buy |
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|
2016
Q2 | $42.8M | Sell |
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|
2016
Q1 | $52.5K | Buy |
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|
2015
Q4 | $62.2M | Sell |
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|
2015
Q3 | $77.2M | Buy |
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|
2015
Q2 | $62.6M | Sell |
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|
2015
Q1 | $71.4M | Buy |
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|
2014
Q4 | $73.8M | Buy |
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|
2014
Q3 | $62.3M | Buy |
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|
2014
Q2 | $65M | Sell |
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|
2014
Q1 | $59.3M | Buy |
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|
2013
Q4 | $56.3M | Buy |
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|
2013
Q3 | $50.1M | Buy |
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|
2013
Q2 | $50.6M | Buy |
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