Man Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.61M | Buy |
+82,338
| New | +$2.87M | 0.01% | 1452 |
|
|
2025
Q4 | – | Sell |
-176,035
| Closed | -$8.9M | – | 2359 |
|
|
2025
Q3 | $8.9M | Sell |
176,035
-183,427
| -51% | -$9.69M | 0.02% | 848 |
|
|
2025
Q2 | $19.7M | Sell |
359,462
-134,040
| -27% | -$7.74M | 0.04% | 510 |
|
|
2025
Q1 | $27.1M | Buy |
493,502
+420,883
| +580% | +$22.5M | 0.08% | 327 |
|
|
2024
Q4 | $3.84M | Buy |
72,619
+42,359
| +140% | +$2.49M | 0.01% | 1108 |
|
|
2024
Q3 | $1.92M | Buy |
30,260
+25,353
| +517% | +$1.51M | 0.01% | 1329 |
|
|
2024
Q2 | $266K | Sell |
4,907
-381,336
| -99% | -$19M | ﹤0.01% | 1816 |
|
|
2024
Q1 | $19M | Sell |
386,243
-178,650
| -32% | -$8.49M | 0.05% | 442 |
|
|
2023
Q4 | $27.3M | Buy |
+564,893
| New | +$25.2M | 0.08% | 301 |
|
|
2023
Q3 | – | Sell |
-653,206
| Closed | -$24.1M | – | 262 |
|
|
2023
Q2 | $20.8M | Buy |
+653,206
| New | +$21.1M | 0.06% | 373 |
|
|
2023
Q1 | – | Sell |
-404,132
| Closed | -$14.9M | – | 654 |
|
|
2022
Q4 | $14.8M | Buy |
404,132
+119,989
| +42% | +$4.88M | 0.05% | 423 |
|
|
2022
Q3 | $12.1M | Buy |
+284,143
| New | +$12M | 0.06% | 417 |
|
|
2022
Q2 | – | Sell |
-87,325
| Closed | -$2.7M | – | 487 |
|
|
2022
Q1 | $2.27M | Buy |
87,325
+17,128
| +24% | +$416K | 0.01% | 1184 |
|
|
2021
Q4 | $1.65M | Sell |
70,197
-44,528
| -39% | -$1.08M | 0.01% | 1212 |
|
|
2021
Q3 | $2.87M | Sell |
114,725
-614,070
| -84% | -$15.3M | 0.01% | 1062 |
|
|
2021
Q2 | $17.1M | Sell |
728,795
-475,679
| -39% | -$11.3M | 0.06% | 361 |
|
|
2021
Q1 | $26.3M | Sell |
1,204,474
-16,454
| -1% | -$311K | 0.12% | 183 |
|
|
2020
Q4 | $19.4M | Sell |
1,220,928
-591,624
| -33% | -$10.2M | 0.09% | 231 |
|
|
2020
Q3 | $29.5M | Buy |
1,812,552
+1,340,378
| +284% | +$19.7M | 0.12% | 180 |
|
|
2020
Q2 | $6.74M | Buy |
472,174
+374,200
| +382% | +$5.91M | 0.03% | 533 |
|
|
2020
Q1 | $1.38M | Sell |
97,974
-717,451
| -88% | -$15M | 0.01% | 1022 |
|
|
2019
Q4 | $19.1M | Sell |
815,425
-293,496
| -26% | -$7.05M | 0.06% | 368 |
|
|
2019
Q3 | $26.2M | Sell |
1,108,921
-231,365
| -17% | -$6.12M | 0.1% | 253 |
|
|
2019
Q2 | $39.3M | Sell |
1,340,286
-951,064
| -42% | -$25.6M | 0.14% | 163 |
|
|
2019
Q1 | $54.9M | Sell |
2,291,350
-661,700
| -22% | -$16.3M | 0.21% | 101 |
|
|
2018
Q4 | $74.9M | Buy |
2,953,050
+2,345,733
| +386% | +$62.6M | 0.34% | 52 |
|
|
2018
Q3 | $15.6M | Sell |
607,317
-113,695
| -16% | -$2.88M | 0.06% | 415 |
|
|
2018
Q2 | $16.4M | Buy |
721,012
+509,871
| +241% | +$13.5M | 0.07% | 333 |
|
|
2018
Q1 | $5.37M | Buy |
+211,141
| New | +$5.55M | 0.02% | 809 |
|
Other funds holding HRB
VPM
VCM
