Nordea Investment Management’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 | $3.23M | Sell |
103,301
-7,685
| -7% | -$268K | ﹤0.01% | 674 |
|
|
2025
Q4 | $4.79M | Sell |
110,986
-11,423
| -9% | -$534K | ﹤0.01% | 597 |
|
|
2025
Q3 | $6.16M | Buy |
122,409
+6,389
| +6% | +$338K | 0.01% | 548 |
|
|
2025
Q2 | $6.3M | Sell |
116,020
-1,297
| -1% | -$74.9K | 0.01% | 518 |
|
|
2025
Q1 | $6.36M | Sell |
117,317
-1,299
| -1% | -$69.4K | 0.01% | 490 |
|
|
2024
Q4 | $6.26M | Buy |
118,616
+6,701
| +6% | +$394K | 0.01% | 499 |
|
|
2024
Q3 | $7.14M | Sell |
111,915
-4,477
| -4% | -$267K | 0.01% | 469 |
|
|
2024
Q2 | $6.32M | Buy |
116,392
+21,355
| +22% | +$1.06M | 0.01% | 486 |
|
|
2024
Q1 | $4.67M | Sell |
95,037
-4,605
| -5% | -$219K | 0.01% | 555 |
|
|
2023
Q4 | $4.85M | Sell |
99,642
-1,340
| -1% | -$59.7K | 0.01% | 529 |
|
|
2023
Q3 | $4.4M | Buy |
100,982
+3,655
| +4% | +$135K | 0.01% | 529 |
|
|
2023
Q2 | $3.14M | Buy |
97,327
+57,448
| +144% | +$1.86M | ﹤0.01% | 611 |
|
|
2023
Q1 | $1.4M | Sell |
39,879
-2,233
| -5% | -$82.6K | ﹤0.01% | 728 |
|
|
2022
Q4 | $1.51M | Buy |
+42,112
| New | +$1.71M | ﹤0.01% | 707 |
|
|
2019
Q4 | – | Sell |
-9,096
| Closed | -$214K | – | 975 |
|
|
2019
Q3 | $214K | Hold |
9,096
| – | – | ﹤0.01% | 941 |
|
|
2019
Q2 | $267K | Hold |
9,096
| – | – | ﹤0.01% | 939 |
|
|
2019
Q1 | $218K | Hold |
9,096
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q4 | $231K | Sell |
9,096
-179,302
| -95% | -$4.79M | ﹤0.01% | 1137 |
|
|
2018
Q3 | $4.85M | Hold |
188,398
| – | – | 0.01% | 575 |
|
|
2018
Q2 | $4.29M | Sell |
188,398
-23,900
| -11% | -$634K | 0.01% | 481 |
|
|
2018
Q1 | $5.39M | Sell |
212,298
-9
| -0% | -$237 | 0.01% | 430 |
|
|
2017
Q4 | $5.57M | Sell |
212,307
-2,053
| -1% | -$53.3K | 0.01% | 410 |
|
|
2017
Q3 | $5.68M | Hold |
214,360
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $6.63M | Sell |
214,360
-77,900
| -27% | -$2.04M | 0.02% | 345 |
|
|
2017
Q1 | $6.79M | Buy |
292,260
+74,500
| +34% | +$1.67M | 0.02% | 321 |
|
|
2016
Q4 | $5.01M | Buy |
217,760
+37,300
| +21% | +$853K | 0.01% | 356 |
|
|
2016
Q3 | $4.18M | Buy |
180,460
+6,500
| +4% | +$152K | 0.01% | 348 |
|
|
2016
Q2 | $4M | Sell |
173,960
-987,394
| -85% | -$22M | 0.01% | 302 |
|
|
2016
Q1 | $30.7M | Sell |
1,161,354
-189,825
| -14% | -$5.96M | 0.09% | 168 |
|
|
2015
Q4 | $45M | Buy |
1,351,179
+44,634
| +3% | +$1.59M | 0.15% | 139 |
|
|
2015
Q3 | $47.3M | Buy |
1,306,545
+48,982
| +4% | +$1.66M | 0.17% | 128 |
|
|
2015
Q2 | $37.3M | Buy |
1,257,563
+1,220,172
| +3,263% | +$38.3M | 0.13% | 147 |
|
|
2015
Q1 | $1.2M | Buy |
37,391
+5,000
| +15% | +$167K | ﹤0.01% | 426 |
|
|
2014
Q4 | $1.09M | Buy |
32,391
+1,588
| +5% | +$50.9K | ﹤0.01% | 463 |
|
|
2014
Q3 | $955K | Buy |
30,803
+5,800
| +23% | +$189K | ﹤0.01% | 500 |
|
|
2014
Q2 | $838K | Buy |
25,003
+20,809
| +496% | +$620K | ﹤0.01% | 583 |
|
|
2014
Q1 | $127K | Sell |
4,194
-15,169
| -78% | -$455K | ﹤0.01% | 746 |
|
|
2013
Q4 | $562K | Hold |
19,363
| – | – | ﹤0.01% | 651 |
|
|
2013
Q3 | $516K | Hold |
19,363
| – | – | ﹤0.01% | 668 |
|
|
2013
Q2 | $537K | Buy |
+19,363
| New | +$552K | ﹤0.01% | 686 |
|
Other funds holding HRB
VPM
VCM
