Millennium Management’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 | $18.8M | Sell |
342,857
-685,122
| -67% | -$37.6M | 0.01% | 1164 |
|
|
2025
Q1 | $56.4M | Buy |
1,027,979
+896,828
| +684% | +$49.2M | 0.03% | 455 |
|
|
2024
Q4 | $6.93M | Sell |
131,151
-159,364
| -55% | -$8.42M | ﹤0.01% | 1804 |
|
|
2024
Q3 | $18.5M | Buy |
290,515
+201,689
| +227% | +$12.8M | 0.01% | 1150 |
|
|
2024
Q2 | $4.82M | Buy |
88,826
+69,847
| +368% | +$3.79M | ﹤0.01% | 1952 |
|
|
2024
Q1 | $932K | Sell |
18,979
-43,319
| -70% | -$2.13M | ﹤0.01% | 2997 |
|
|
2023
Q4 | $3.01M | Sell |
62,298
-2,765
| -4% | -$134K | ﹤0.01% | 2229 |
|
|
2023
Q3 | $2.8M | Sell |
65,063
-1,149,159
| -95% | -$49.5M | ﹤0.01% | 2262 |
|
|
2023
Q2 | $38.7M | Buy |
1,214,222
+1,027,480
| +550% | +$32.7M | 0.02% | 639 |
|
|
2023
Q1 | $6.58M | Buy |
186,742
+151,244
| +426% | +$5.33M | ﹤0.01% | 1734 |
|
|
2022
Q4 | $1.3M | Sell |
35,498
-95,415
| -73% | -$3.48M | ﹤0.01% | 2975 |
|
|
2022
Q3 | $5.57M | Sell |
130,913
-439,189
| -77% | -$18.7M | ﹤0.01% | 2114 |
|
|
2022
Q2 | $20.1M | Buy |
570,102
+561,592
| +6,599% | +$19.8M | 0.01% | 909 |
|
|
2022
Q1 | $222K | Sell |
8,510
-19,549
| -70% | -$510K | ﹤0.01% | 4605 |
|
|
2021
Q4 | $661K | Sell |
28,059
-49,702
| -64% | -$1.17M | ﹤0.01% | 3796 |
|
|
2021
Q3 | $1.94M | Sell |
77,761
-609,177
| -89% | -$15.2M | ﹤0.01% | 3069 |
|
|
2021
Q2 | $16.1M | Sell |
686,938
-202,569
| -23% | -$4.76M | 0.01% | 994 |
|
|
2021
Q1 | $19.4M | Sell |
889,507
-599,002
| -40% | -$13.1M | 0.01% | 819 |
|
|
2020
Q4 | $23.6M | Buy |
1,488,509
+1,244,339
| +510% | +$19.7M | 0.02% | 676 |
|
|
2020
Q3 | $3.98K | Sell |
244,170
-73,460
| -23% | -$1.2K | ﹤0.01% | 1588 |
|
|
2020
Q2 | $4.54M | Sell |
317,630
-262,489
| -45% | -$3.75M | 0.01% | 1479 |
|
|
2020
Q1 | $8.17M | Sell |
580,119
-466,780
| -45% | -$6.57M | 0.02% | 760 |
|
|
2019
Q4 | $24.6M | Buy |
+1,046,899
| New | +$24.6M | 0.03% | 544 |
|
|
2019
Q3 | – | Sell |
-353,417
| Closed | -$10.4M | – | 3625 |
|
|
2019
Q2 | $10.4M | Buy |
+353,417
| New | +$10.4M | 0.02% | 1028 |
|
|
2019
Q1 | – | Sell |
-354,169
| Closed | -$8.99M | – | 3532 |
|
|
2018
Q4 | $8.99M | Sell |
354,169
-649,138
| -65% | -$16.5M | 0.01% | 1084 |
|
|
2018
Q3 | $25.8M | Sell |
1,003,307
-2,159,358
| -68% | -$55.6M | 0.03% | 653 |
|
|
2018
Q2 | $72M | Buy |
3,162,665
+3,018,414
| +2,092% | +$68.8M | 0.09% | 258 |
|
|
2018
Q1 | $3.67M | Buy |
144,251
+127,969
| +786% | +$3.25M | ﹤0.01% | 1858 |
|
|
2017
Q4 | $427K | Sell |
16,282
-314,133
| -95% | -$8.24M | ﹤0.01% | 2944 |
|
|
2017
Q3 | $8.75M | Sell |
330,415
-1,110,810
| -77% | -$29.4M | 0.01% | 1242 |
|
|
2017
Q2 | $44.5M | Buy |
+1,441,225
| New | +$44.5M | 0.08% | 320 |
|
|
2016
Q4 | – | Sell |
-163,213
| Closed | -$3.78M | – | 3240 |
|
|
2016
Q3 | $3.78M | Sell |
163,213
-2,328,365
| -93% | -$53.9M | 0.01% | 1396 |
|
|
2016
Q2 | $57.3M | Buy |
2,491,578
+2,422,391
| +3,501% | +$55.7M | 0.13% | 167 |
|
|
2016
Q1 | $1.83M | Buy |
69,187
+41,325
| +148% | +$1.09M | ﹤0.01% | 1659 |
|
|
2015
Q4 | $928K | Sell |
27,862
-2,443,629
| -99% | -$81.4M | ﹤0.01% | 2147 |
|
|
2015
Q3 | $89.5M | Buy |
2,471,491
+1,221,657
| +98% | +$44.2M | 0.17% | 108 |
|
|
2015
Q2 | $37.1M | Buy |
1,249,834
+1,235,649
| +8,711% | +$36.6M | 0.07% | 351 |
|
|
2015
Q1 | $455K | Buy |
14,185
+4,838
| +52% | +$155K | ﹤0.01% | 2528 |
|
|
2014
Q4 | $315K | Sell |
9,347
-81,882
| -90% | -$2.76M | ﹤0.01% | 2773 |
|
|
2014
Q3 | $2.83M | Sell |
91,229
-283,060
| -76% | -$8.78M | 0.01% | 1468 |
|
|
2014
Q2 | $12.5M | Sell |
374,289
-1,052,493
| -74% | -$35.3M | 0.03% | 661 |
|
|
2014
Q1 | $43.1M | Buy |
1,426,782
+1,246,285
| +690% | +$37.6M | 0.12% | 171 |
|
|
2013
Q4 | $5.24M | Sell |
180,497
-453,668
| -72% | -$13.2M | 0.02% | 929 |
|
|
2013
Q3 | $16.9M | Sell |
634,165
-60,415
| -9% | -$1.61M | 0.05% | 384 |
|
|
2013
Q2 | $19.3M | Buy |
+694,580
| New | +$19.3M | 0.06% | 302 |
|