Goldman Sachs’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 | $85M | Buy |
1,548,538
+700,006
| +82% | +$38.4M | 0.01% | 848 |
|
|
2025
Q1 | $46.6M | Buy |
848,532
+112,127
| +15% | +$6.16M | 0.01% | 1106 |
|
|
2024
Q4 | $38.9M | Sell |
736,405
-216,406
| -23% | -$11.4M | 0.01% | 1265 |
|
|
2024
Q3 | $60.6M | Sell |
952,811
-548,845
| -37% | -$34.9M | 0.01% | 939 |
|
|
2024
Q2 | $81.4M | Buy |
1,501,656
+724,736
| +93% | +$39.3M | 0.01% | 776 |
|
|
2024
Q1 | $38.2M | Sell |
776,920
-317,871
| -29% | -$15.6M | 0.01% | 1131 |
|
|
2023
Q4 | $53M | Sell |
1,094,791
-87,367
| -7% | -$4.23M | 0.01% | 960 |
|
|
2023
Q3 | $50.9M | Buy |
1,182,158
+257,207
| +28% | +$11.1M | 0.01% | 914 |
|
|
2023
Q2 | $29.5M | Buy |
924,951
+155,411
| +20% | +$4.95M | 0.01% | 1278 |
|
|
2023
Q1 | $27.1M | Sell |
769,540
-674,610
| -47% | -$23.8M | 0.01% | 1298 |
|
|
2022
Q4 | $52.7M | Buy |
1,444,150
+155,377
| +12% | +$5.67M | 0.01% | 944 |
|
|
2022
Q3 | $54.8M | Sell |
1,288,773
-154,643
| -11% | -$6.58M | 0.01% | 928 |
|
|
2022
Q2 | $51M | Buy |
1,443,416
+8,038
| +0.6% | +$284K | 0.01% | 967 |
|
|
2022
Q1 | $37.4M | Sell |
1,435,378
-130,854
| -8% | -$3.41M | 0.01% | 1302 |
|
|
2021
Q4 | $36.9M | Sell |
1,566,232
-145,947
| -9% | -$3.44M | 0.01% | 1334 |
|
|
2021
Q3 | $42.8M | Sell |
1,712,179
-371,719
| -18% | -$9.29M | 0.01% | 1191 |
|
|
2021
Q2 | $48.9M | Buy |
2,083,898
+811,238
| +64% | +$19M | 0.01% | 1096 |
|
|
2021
Q1 | $27.7M | Sell |
1,272,660
-372,291
| -23% | -$8.12M | 0.01% | 1439 |
|
|
2020
Q4 | $26.1M | Sell |
1,644,951
-211,784
| -11% | -$3.36M | 0.01% | 1369 |
|
|
2020
Q3 | $30.2M | Sell |
1,856,735
-187,843
| -9% | -$3.06M | 0.01% | 1208 |
|
|
2020
Q2 | $29.2M | Buy |
2,044,578
+22,050
| +1% | +$315K | 0.01% | 1221 |
|
|
2020
Q1 | $28.5M | Sell |
2,022,528
-598,316
| -23% | -$8.42M | 0.01% | 1124 |
|
|
2019
Q4 | $61.5M | Sell |
2,620,844
-1,231,289
| -32% | -$28.9M | 0.02% | 893 |
|
|
2019
Q3 | $91M | Buy |
3,852,133
+763,675
| +25% | +$18M | 0.03% | 659 |
|
|
2019
Q2 | $90.5M | Buy |
3,088,458
+294,371
| +11% | +$8.62M | 0.03% | 682 |
|
|
2019
Q1 | $66.9M | Sell |
2,794,087
-313,619
| -10% | -$7.51M | 0.02% | 822 |
|
|
2018
Q4 | $78.8M | Sell |
3,107,706
-1,102,704
| -26% | -$28M | 0.03% | 682 |
|
|
2018
Q3 | $108M | Buy |
4,210,410
+2,341,537
| +125% | +$60.3M | 0.03% | 641 |
|
|
2018
Q2 | $42.6M | Sell |
1,868,873
-136,464
| -7% | -$3.11M | 0.01% | 1182 |
|
|
2018
Q1 | $51M | Buy |
2,005,337
+416,480
| +26% | +$10.6M | 0.01% | 1052 |
|
|
2017
Q4 | $41.7M | Buy |
1,588,857
+518,251
| +48% | +$13.6M | 0.01% | 1179 |
|
|
2017
Q3 | $28.4M | Sell |
1,070,606
-1,732,549
| -62% | -$45.9M | 0.01% | 1382 |
|
|
2017
Q2 | $86.6M | Sell |
2,803,155
-516,598
| -16% | -$16M | 0.02% | 740 |
|
|
2017
Q1 | $77.2M | Sell |
3,319,753
-180,642
| -5% | -$4.2M | 0.02% | 781 |
|
|
2016
Q4 | $80.5M | Buy |
3,500,395
+1,254,923
| +56% | +$28.9M | 0.02% | 734 |
|
|
2016
Q3 | $52M | Buy |
2,245,472
+430,289
| +24% | +$9.96M | 0.02% | 957 |
|
|
2016
Q2 | $41.7M | Buy |
1,815,183
+495,441
| +38% | +$11.4M | 0.01% | 1014 |
|
|
2016
Q1 | $34.9M | Sell |
1,319,742
-536,555
| -29% | -$14.2M | 0.01% | 1093 |
|
|
2015
Q4 | $61.8M | Sell |
1,856,297
-821,846
| -31% | -$27.4M | 0.02% | 770 |
|
|
2015
Q3 | $96.9M | Sell |
2,678,143
-42,428
| -2% | -$1.54M | 0.03% | 496 |
|
|
2015
Q2 | $80.7M | Buy |
2,720,571
+1,023,400
| +60% | +$30.3M | 0.03% | 621 |
|
|
2015
Q1 | $54.4M | Buy |
1,697,171
+144,006
| +9% | +$4.62M | 0.02% | 807 |
|
|
2014
Q4 | $52.3M | Buy |
1,553,165
+262,758
| +20% | +$8.85M | 0.02% | 776 |
|
|
2014
Q3 | $40M | Sell |
1,290,407
-827,163
| -39% | -$25.6M | 0.01% | 907 |
|
|
2014
Q2 | $71M | Sell |
2,117,570
-402,105
| -16% | -$13.5M | 0.02% | 661 |
|
|
2014
Q1 | $76.1M | Buy |
2,519,675
+1,361,409
| +118% | +$41.1M | 0.02% | 573 |
|
|
2013
Q4 | $33.6M | Buy |
1,158,266
+275,487
| +31% | +$8M | 0.01% | 963 |
|
|
2013
Q3 | $23.5M | Buy |
882,779
+11,678
| +1% | +$311K | 0.01% | 1045 |
|
|
2013
Q2 | $24.2M | Buy |
+871,101
| New | +$24.2M | 0.01% | 964 |
|