Marshall Wace’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 | $59.9M | Buy |
1,091,626
+215,472
| +25% | +$11.8M | 0.07% | 233 |
|
|
2025
Q1 | $48.1M | Buy |
+876,154
| New | +$48.1M | 0.06% | 259 |
|
|
2024
Q2 | – | Sell |
-82,637
| Closed | -$4.06M | – | 2458 |
|
|
2024
Q1 | $4.06M | Buy |
+82,637
| New | +$4.06M | 0.01% | 952 |
|
|
2023
Q3 | – | Sell |
-388,528
| Closed | -$12.4M | – | 2064 |
|
|
2023
Q2 | $12.4M | Buy |
+388,528
| New | +$12.4M | 0.02% | 563 |
|
|
2021
Q2 | – | Sell |
-40,456
| Closed | -$882K | – | 2274 |
|
|
2021
Q1 | $882K | Sell |
40,456
-572,054
| -93% | -$12.5M | ﹤0.01% | 1453 |
|
|
2020
Q4 | $9.71M | Sell |
612,510
-561,321
| -48% | -$8.9M | 0.05% | 329 |
|
|
2020
Q3 | $19.1M | Buy |
1,173,831
+1,143,330
| +3,749% | +$18.6M | 0.12% | 154 |
|
|
2020
Q2 | $436K | Buy |
+30,501
| New | +$436K | ﹤0.01% | 1207 |
|
|
2020
Q1 | – | Sell |
-42,731
| Closed | -$1M | – | 1791 |
|
|
2019
Q4 | $1M | Buy |
+42,731
| New | +$1M | 0.01% | 939 |
|
|
2018
Q3 | – | Sell |
-381,189
| Closed | -$8.68M | – | 1201 |
|
|
2018
Q2 | $8.68M | Buy |
+381,189
| New | +$8.68M | 0.13% | 200 |
|
|
2015
Q3 | – | Sell |
-8,852
| Closed | -$262K | – | 986 |
|
|
2015
Q2 | $262K | Buy |
+8,852
| New | +$262K | ﹤0.01% | 789 |
|
|
2014
Q4 | – | Sell |
-72,959
| Closed | -$2.26M | – | 872 |
|
|
2014
Q3 | $2.26M | Sell |
72,959
-1,327,041
| -95% | -$41.1M | 0.03% | 423 |
|
|
2014
Q2 | $46.9M | Buy |
+1,400,000
| New | +$46.9M | 0.69% | 28 |
|