Mercer Global Advisors’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 | $1.68M | Sell |
30,601
-1,539
| -5% | -$84.5K | ﹤0.01% | 928 |
|
|
2025
Q1 | $1.76M | Sell |
32,140
-1,339
| -4% | -$73.5K | ﹤0.01% | 883 |
|
|
2024
Q4 | $1.77M | Buy |
+33,479
| New | +$1.77M | ﹤0.01% | 869 |
|
|
2024
Q1 | – | Sell |
-46,908
| Closed | -$2.27M | – | 2090 |
|
|
2023
Q4 | $2.27M | Sell |
46,908
-30,127
| -39% | -$1.46M | 0.01% | 706 |
|
|
2023
Q3 | $3.32M | Sell |
77,035
-1,827
| -2% | -$78.7K | 0.01% | 542 |
|
|
2023
Q2 | $2.51M | Buy |
78,862
+10,259
| +15% | +$327K | 0.01% | 659 |
|
|
2023
Q1 | $2.42M | Sell |
68,603
-3,929
| -5% | -$138K | 0.01% | 630 |
|
|
2022
Q4 | $2.65M | Sell |
72,532
-5,501
| -7% | -$201K | 0.01% | 618 |
|
|
2022
Q3 | $3.32M | Sell |
78,033
-46,219
| -37% | -$1.97M | 0.02% | 494 |
|
|
2022
Q2 | $4.39M | Buy |
124,252
+18,753
| +18% | +$662K | 0.03% | 402 |
|
|
2022
Q1 | $2.75M | Sell |
105,499
-8,664
| -8% | -$226K | 0.02% | 556 |
|
|
2021
Q4 | $2.69M | Buy |
114,163
+9,106
| +9% | +$215K | 0.02% | 534 |
|
|
2021
Q3 | $2.63M | Buy |
105,057
+3,612
| +4% | +$90.3K | 0.02% | 519 |
|
|
2021
Q2 | $2.38M | Buy |
101,445
+143
| +0.1% | +$3.36K | 0.02% | 519 |
|
|
2021
Q1 | $2.21M | Buy |
101,302
+1,939
| +2% | +$42.3K | 0.02% | 494 |
|
|
2020
Q4 | $1.58M | Sell |
99,363
-2,388
| -2% | -$37.9K | 0.02% | 483 |
|
|
2020
Q3 | $1.66M | Buy |
+101,751
| New | +$1.66M | 0.02% | 427 |
|