Goldman Sachs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.3M | Buy |
1,081,378
+179,311
| +20% | +$6.25M | ﹤0.01% | 1908 |
|
|
2025
Q4 | $39.3M | Buy |
902,067
+39,195
| +5% | +$1.83M | 0.01% | 1710 |
|
|
2025
Q3 | $43.6M | Sell |
862,872
-685,666
| -44% | -$36.2M | 0.01% | 1529 |
|
|
2025
Q2 | $85M | Buy |
1,548,538
+700,006
| +82% | +$40.4M | 0.01% | 991 |
|
|
2025
Q1 | $46.6M | Buy |
848,532
+112,127
| +15% | +$5.99M | 0.01% | 1283 |
|
|
2024
Q4 | $38.9M | Sell |
736,405
-216,406
| -23% | -$12.7M | 0.01% | 1515 |
|
|
2024
Q3 | $60.6M | Sell |
952,811
-548,845
| -37% | -$32.7M | 0.01% | 1101 |
|
|
2024
Q2 | $81.4M | Buy |
1,501,656
+724,736
| +93% | +$36.1M | 0.02% | 896 |
|
|
2024
Q1 | $38.2M | Sell |
776,920
-317,871
| -29% | -$15.1M | 0.01% | 1341 |
|
|
2023
Q4 | $53M | Sell |
1,094,791
-87,367
| -7% | -$3.89M | 0.01% | 1150 |
|
|
2023
Q3 | $50.9M | Buy |
1,182,158
+257,207
| +28% | +$9.5M | 0.01% | 1087 |
|
|
2023
Q2 | $29.5M | Buy |
924,951
+155,411
| +20% | +$5.02M | 0.01% | 1522 |
|
|
2023
Q1 | $27.1M | Sell |
769,540
-674,610
| -47% | -$24.9M | 0.01% | 1544 |
|
|
2022
Q4 | $52.7M | Buy |
1,444,150
+155,377
| +12% | +$6.31M | 0.02% | 1134 |
|
|
2022
Q3 | $54.8M | Sell |
1,288,773
-154,643
| -11% | -$6.54M | 0.02% | 1061 |
|
|
2022
Q2 | $51M | Buy |
1,443,416
+8,038
| +0.6% | +$248K | 0.01% | 1116 |
|
|
2022
Q1 | $37.4M | Sell |
1,435,378
-130,854
| -8% | -$3.18M | 0.01% | 1545 |
|
|
2021
Q4 | $36.9M | Sell |
1,566,232
-145,947
| -9% | -$3.54M | 0.01% | 1597 |
|
|
2021
Q3 | $42.8M | Sell |
1,712,179
-371,719
| -18% | -$9.26M | 0.01% | 1394 |
|
|
2021
Q2 | $48.9M | Buy |
2,083,898
+811,238
| +64% | +$19.2M | 0.01% | 1279 |
|
|
2021
Q1 | $27.7M | Sell |
1,272,660
-372,291
| -23% | -$7.04M | 0.01% | 1652 |
|
|
2020
Q4 | $26.1M | Sell |
1,644,951
-211,784
| -11% | -$3.66M | 0.01% | 1631 |
|
|
2020
Q3 | $30.2M | Sell |
1,856,735
-187,843
| -9% | -$2.76M | 0.01% | 1405 |
|
|
2020
Q2 | $29.2M | Buy |
2,044,578
+22,050
| +1% | +$348K | 0.01% | 1380 |
|
|
2020
Q1 | $28.5M | Sell |
2,022,528
-598,316
| -23% | -$12.5M | 0.01% | 1251 |
|
|
2019
Q4 | $61.5M | Sell |
2,620,844
-1,231,289
| -32% | -$29.6M | 0.02% | 995 |
|
|
2019
Q3 | $91M | Buy |
3,852,133
+763,675
| +25% | +$20.2M | 0.03% | 719 |
|
|
2019
Q2 | $90.5M | Buy |
3,088,458
+294,371
| +11% | +$7.91M | 0.03% | 742 |
|
|
2019
Q1 | $66.9M | Sell |
2,794,087
-313,619
| -10% | -$7.71M | 0.02% | 907 |
|
|
2018
Q4 | $78.8M | Sell |
3,107,706
-1,102,704
| -26% | -$29.4M | 0.03% | 755 |
|
|
2018
Q3 | $108M | Buy |
4,210,410
+2,341,537
| +125% | +$59.4M | 0.03% | 707 |
|
|
2018
Q2 | $42.6M | Sell |
1,868,873
-136,464
| -7% | -$3.62M | 0.01% | 1328 |
|
|
2018
Q1 | $51M | Buy |
2,005,337
+416,480
| +26% | +$11M | 0.02% | 1186 |
|
|
2017
Q4 | $41.7M | Buy |
1,588,857
+518,251
| +48% | +$13.5M | 0.01% | 1421 |
|
|
2017
Q3 | $28.4M | Sell |
1,070,606
-1,732,549
| -62% | -$50.3M | 0.01% | 1713 |
|
|
2017
Q2 | $86.6M | Sell |
2,803,155
-516,598
| -16% | -$13.6M | 0.03% | 865 |
|
|
2017
Q1 | $77.2M | Sell |
3,319,753
-180,642
| -5% | -$4.04M | 0.03% | 925 |
|
|
2016
Q4 | $80.5M | Buy |
3,500,395
+1,254,923
| +56% | +$28.7M | 0.03% | 926 |
|
|
2016
Q3 | $52M | Buy |
2,245,472
+430,289
| +24% | +$10.1M | 0.02% | 1175 |
|
|
2016
Q2 | $41.7M | Buy |
1,815,183
+495,441
| +38% | +$11M | 0.02% | 1248 |
|
|
2016
Q1 | $34.9M | Sell |
1,319,742
-536,555
| -29% | -$16.9M | 0.01% | 1323 |
|
|
2015
Q4 | $61.8M | Sell |
1,856,297
-821,846
| -31% | -$29.2M | 0.03% | 969 |
|
|
2015
Q3 | $96.9M | Sell |
2,678,143
-42,428
| -2% | -$1.44M | 0.04% | 639 |
|
|
2015
Q2 | $80.7M | Buy |
2,720,571
+1,023,400
| +60% | +$32.1M | 0.03% | 798 |
|
|
2015
Q1 | $54.4M | Buy |
1,697,171
+144,006
| +9% | +$4.82M | 0.02% | 1031 |
|
|
2014
Q4 | $52.3M | Buy |
1,553,165
+262,758
| +20% | +$8.42M | 0.02% | 1053 |
|
|
2014
Q3 | $40M | Sell |
1,290,407
-827,163
| -39% | -$27M | 0.02% | 1240 |
|
|
2014
Q2 | $71M | Sell |
2,117,570
-402,105
| -16% | -$12M | 0.03% | 880 |
|
|
2014
Q1 | $76.1M | Buy |
2,519,675
+1,361,409
| +118% | +$40.9M | 0.03% | 763 |
|
|
2013
Q4 | $33.6M | Buy |
1,158,266
+275,487
| +31% | +$7.82M | 0.02% | 1355 |
|
|
2013
Q3 | $23.5M | Buy |
882,779
+11,678
| +1% | +$340K | 0.01% | 1499 |
|
|
2013
Q2 | $24.2M | Buy |
+871,101
| New | +$24.9M | 0.01% | 1389 |
|
Other funds holding HRB
VPM
VCM
