Grantham, Mayo, Van Otterloo & Co (GMO)’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 | $5.37M | Sell |
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|
2025
Q1 | $15M | Buy |
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|
2024
Q4 | $8.6M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $8.67M | Hold |
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|
2024
Q1 | $7.85M | Sell |
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|
2023
Q4 | $8.64M | Sell |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $7.7M | Buy |
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|
2023
Q1 | $5.79M | Buy |
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|
2022
Q4 | $967K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $810K | Sell |
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|
2020
Q4 | $1.3M | Sell |
|
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|
2020
Q3 | $4.88M | Buy |
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|
2020
Q2 | $2.69M | Buy |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $824K | Buy |
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|
2019
Q2 | $334K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $287K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $792K | Sell |
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|
2013
Q2 | $898K | Buy |
|