Mackenzie Financial’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
Q3 | $1.44M | Sell |
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|
2025
Q2 | $5.87M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $3.09M | Sell |
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|
2024
Q3 | $3.9M | Sell |
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|
2024
Q2 | $8.75M | Buy |
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|
2024
Q1 | $6.06M | Buy |
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|
2023
Q4 | $5.94M | Buy |
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|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $3.46M | Buy |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $766K | Buy |
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|
2022
Q2 | $463K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $649K | Buy |
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|
2018
Q3 | $589K | Buy |
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|
2018
Q2 | $342K | Buy |
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|
2018
Q1 | $301K | Buy |
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