Lazard Asset Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Sell |
3,186,469
-543,838
| -15% | -$29.9M | 0.24% | 95 |
|
|
2025
Q1 | $205M | Buy |
3,730,307
+1,145,281
| +44% | +$62.9M | 0.31% | 74 |
|
|
2024
Q4 | $137M | Buy |
2,585,026
+695,581
| +37% | +$36.8M | 0.2% | 102 |
|
|
2024
Q3 | $120M | Sell |
1,889,445
-373,631
| -17% | -$23.7M | 0.16% | 117 |
|
|
2024
Q2 | $123M | Sell |
2,263,076
-2,636,363
| -54% | -$143M | 0.15% | 118 |
|
|
2024
Q1 | $241M | Buy |
4,899,439
+161,604
| +3% | +$7.94M | 0.29% | 73 |
|
|
2023
Q4 | $229M | Sell |
4,737,835
-1,593,166
| -25% | -$77.1M | 0.29% | 74 |
|
|
2023
Q3 | $273M | Sell |
6,331,001
-291,013
| -4% | -$12.5M | 0.37% | 66 |
|
|
2023
Q2 | $211M | Buy |
6,622,014
+1,512,508
| +30% | +$48.2M | 0.26% | 93 |
|
|
2023
Q1 | $180M | Buy |
5,109,506
+2,065,389
| +68% | +$72.8M | 0.24% | 96 |
|
|
2022
Q4 | $111M | Buy |
3,044,117
+1,002,316
| +49% | +$36.6M | 0.15% | 118 |
|
|
2022
Q3 | $86.9M | Sell |
2,041,801
-307,360
| -13% | -$13.1M | 0.13% | 149 |
|
|
2022
Q2 | $83M | Sell |
2,349,161
-3,595,837
| -60% | -$127M | 0.11% | 160 |
|
|
2022
Q1 | $155M | Buy |
5,944,998
+40,977
| +0.7% | +$1.07M | 0.18% | 108 |
|
|
2021
Q4 | $139M | Buy |
5,904,021
+262,017
| +5% | +$6.17M | 0.15% | 123 |
|
|
2021
Q3 | $141M | Sell |
5,642,004
-2,122
| -0% | -$53K | 0.16% | 116 |
|
|
2021
Q2 | $133M | Sell |
5,644,126
-826,446
| -13% | -$19.4M | 0.15% | 122 |
|
|
2021
Q1 | $141M | Sell |
6,470,572
-1,802,102
| -22% | -$39.3M | 0.17% | 112 |
|
|
2020
Q4 | $131M | Buy |
8,272,674
+3,234,810
| +64% | +$51.3M | 0.17% | 116 |
|
|
2020
Q3 | $82.1M | Buy |
5,037,864
+1,578,029
| +46% | +$25.7M | 0.12% | 149 |
|
|
2020
Q2 | $49.4M | Sell |
3,459,835
-1,108,809
| -24% | -$15.8M | 0.08% | 194 |
|
|
2020
Q1 | $64.3M | Buy |
4,568,644
+322,427
| +8% | +$4.54M | 0.12% | 142 |
|
|
2019
Q4 | $99.7M | Buy |
4,246,217
+863,289
| +26% | +$20.3M | 0.14% | 129 |
|
|
2019
Q3 | $79.9M | Buy |
3,382,928
+1,135,343
| +51% | +$26.8M | 0.13% | 133 |
|
|
2019
Q2 | $65.9M | Buy |
2,247,585
+242,552
| +12% | +$7.11M | 0.11% | 152 |
|
|
2019
Q1 | $48M | Buy |
2,005,033
+481,190
| +32% | +$11.5M | 0.08% | 175 |
|
|
2018
Q4 | $38.7M | Buy |
1,523,843
+550,375
| +57% | +$14M | 0.07% | 180 |
|
|
2018
Q3 | $25.1M | Sell |
973,468
-18,967
| -2% | -$488K | 0.04% | 275 |
|
|
2018
Q2 | $22.6M | Buy |
992,435
+427,651
| +76% | +$9.74M | 0.04% | 289 |
|
|
2018
Q1 | $14.4M | Buy |
564,784
+172,927
| +44% | +$4.39M | 0.02% | 368 |
|
|
2017
Q4 | $10.3M | Buy |
391,857
+95,194
| +32% | +$2.5M | 0.02% | 437 |
|
|
2017
Q3 | $7.86M | Buy |
296,663
+108,440
| +58% | +$2.87M | 0.01% | 487 |
|
|
2017
Q2 | $5.82M | Buy |
188,223
+10,181
| +6% | +$315K | 0.01% | 515 |
|
|
2017
Q1 | $4.14M | Buy |
178,042
+23,108
| +15% | +$537K | 0.01% | 579 |
|
|
2016
Q4 | $3.56M | Buy |
154,934
+122,355
| +376% | +$2.81M | 0.01% | 565 |
|
|
2016
Q3 | $754K | Buy |
32,579
+11,039
| +51% | +$255K | ﹤0.01% | 696 |
|
|
2016
Q2 | $495K | Buy |
+21,540
| New | +$495K | ﹤0.01% | 739 |
|
|
2016
Q1 | – | Sell |
-282,331
| Closed | -$9.4M | – | 1072 |
|
|
2015
Q4 | $9.4M | Buy |
282,331
+119,702
| +74% | +$3.99M | 0.02% | 410 |
|
|
2015
Q3 | $5.89M | Buy |
+162,629
| New | +$5.89M | 0.01% | 462 |
|
|
2014
Q4 | – | Sell |
-269,400
| Closed | -$8.35M | – | 1148 |
|
|
2014
Q3 | $8.35M | Sell |
269,400
-5,800
| -2% | -$180K | 0.02% | 424 |
|
|
2014
Q2 | $9.22M | Buy |
275,200
+274,541
| +41,660% | +$9.2M | 0.02% | 412 |
|
|
2014
Q1 | $19K | Hold |
659
| – | – | ﹤0.01% | 930 |
|
|
2013
Q4 | $19K | Hold |
659
| – | – | ﹤0.01% | 948 |
|
|
2013
Q3 | $17K | Hold |
659
| – | – | ﹤0.01% | 895 |
|
|
2013
Q2 | $18K | Buy |
+659
| New | +$18K | ﹤0.01% | 954 |
|