Grantham, Mayo, Van Otterloo & Co (GMO)’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 | $5.37M | Sell |
97,904
-175,217
| -64% | -$9.62M | 0.02% | 283 |
|
|
2025
Q1 | $15M | Buy |
273,121
+110,288
| +68% | +$6.06M | 0.05% | 208 |
|
|
2024
Q4 | $8.6M | Sell |
162,833
-15,440
| -9% | -$816K | 0.03% | 271 |
|
|
2024
Q3 | $11.3M | Buy |
178,273
+18,406
| +12% | +$1.17M | 0.04% | 260 |
|
|
2024
Q2 | $8.67M | Hold |
159,867
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $7.85M | Sell |
159,867
-18,658
| -10% | -$916K | 0.03% | 275 |
|
|
2023
Q4 | $8.64M | Sell |
178,525
-57,846
| -24% | -$2.8M | 0.04% | 248 |
|
|
2023
Q3 | $10.2M | Sell |
236,371
-5,279
| -2% | -$227K | 0.05% | 260 |
|
|
2023
Q2 | $7.7M | Buy |
241,650
+77,260
| +47% | +$2.46M | 0.04% | 287 |
|
|
2023
Q1 | $5.79M | Buy |
164,390
+137,900
| +521% | +$4.86M | 0.03% | 302 |
|
|
2022
Q4 | $967K | Buy |
+26,490
| New | +$967K | 0.01% | 516 |
|
|
2021
Q2 | – | Sell |
-37,143
| Closed | -$810K | – | 783 |
|
|
2021
Q1 | $810K | Sell |
37,143
-45,000
| -55% | -$981K | ﹤0.01% | 624 |
|
|
2020
Q4 | $1.3M | Sell |
82,143
-217,100
| -73% | -$3.44M | 0.01% | 520 |
|
|
2020
Q3 | $4.88M | Buy |
299,243
+111,200
| +59% | +$1.81M | 0.03% | 243 |
|
|
2020
Q2 | $2.69M | Buy |
188,043
+88,100
| +88% | +$1.26M | 0.02% | 357 |
|
|
2020
Q1 | $1.41M | Buy |
99,943
+56,400
| +130% | +$794K | 0.01% | 450 |
|
|
2019
Q4 | $1.02M | Buy |
43,543
+8,643
| +25% | +$203K | 0.01% | 508 |
|
|
2019
Q3 | $824K | Buy |
34,900
+23,500
| +206% | +$555K | 0.01% | 570 |
|
|
2019
Q2 | $334K | Sell |
11,400
-2,000
| -15% | -$58.6K | ﹤0.01% | 645 |
|
|
2019
Q1 | $321K | Buy |
13,400
+2,100
| +19% | +$50.3K | ﹤0.01% | 627 |
|
|
2018
Q4 | $287K | Buy |
+11,300
| New | +$287K | ﹤0.01% | 482 |
|
|
2013
Q4 | – | Sell |
-29,722
| Closed | -$792K | – | 684 |
|
|
2013
Q3 | $792K | Sell |
29,722
-2,621
| -8% | -$69.8K | ﹤0.01% | 484 |
|
|
2013
Q2 | $898K | Buy |
+32,343
| New | +$898K | ﹤0.01% | 473 |
|