Mercer Global Advisors’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
Q2
$1.68M Sell
2025
Q1
$1.76M Sell
2024
Q4
$1.77M Buy
2024
Q1
Sell
2023
Q4
$2.27M Sell
2023
Q3
$3.32M Sell
2023
Q2
$2.51M Buy
2023
Q1
$2.42M Sell
2022
Q4
$2.65M Sell
2022
Q3
$3.32M Sell
2022
Q2
$4.39M Buy
2022
Q1
$2.75M Sell
2021
Q4
$2.69M Buy
2021
Q3
$2.63M Buy
2021
Q2
$2.38M Buy
2021
Q1
$2.21M Buy
2020
Q4
$1.58M Sell
2020
Q3
$1.66M Buy