Pacer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22M | Buy |
692,760
+159,369
| +30% | +$5.55M | 0.06% | 293 |
|
|
2025
Q4 | $23.2M | Sell |
533,391
-25,996
| -5% | -$1.22M | 0.06% | 293 |
|
|
2025
Q3 | $28.3M | Sell |
559,387
-104,120
| -16% | -$5.5M | 0.07% | 254 |
|
|
2025
Q2 | $36.4M | Sell |
663,507
-371,895
| -36% | -$21.5M | 0.09% | 212 |
|
|
2025
Q1 | $56.9M | Sell |
1,035,402
-1,699,787
| -62% | -$90.9M | 0.14% | 148 |
|
|
2024
Q4 | $145M | Buy |
2,735,189
+476,892
| +21% | +$28M | 0.32% | 92 |
|
|
2024
Q3 | $144M | Sell |
2,258,297
-479,893
| -18% | -$28.6M | 0.31% | 97 |
|
|
2024
Q2 | $148M | Buy |
2,738,190
+939,270
| +52% | +$46.8M | 0.34% | 82 |
|
|
2024
Q1 | $88.3M | Buy |
1,798,920
+224,758
| +14% | +$10.7M | 0.2% | 129 |
|
|
2023
Q4 | $76.1M | Buy |
1,574,162
+14,268
| +0.9% | +$636K | 0.22% | 121 |
|
|
2023
Q3 | $67.2M | Sell |
1,559,894
-236,448
| -13% | -$8.73M | 0.26% | 95 |
|
|
2023
Q2 | $57.2M | Buy |
1,796,342
+213,619
| +13% | +$6.9M | 0.23% | 88 |
|
|
2023
Q1 | $55.8M | Buy |
1,582,723
+712,400
| +82% | +$26.3M | 0.24% | 85 |
|
|
2022
Q4 | $31.8M | Buy |
870,323
+387,581
| +80% | +$15.8M | 0.16% | 105 |
|
|
2022
Q3 | $20.5M | Sell |
482,742
-71,287
| -13% | -$3.02M | 0.14% | 108 |
|
|
2022
Q2 | $19.6M | Buy |
+554,029
| New | +$17.1M | 0.15% | 119 |
|
|
2022
Q1 | – | Sell |
-174,798
| Closed | -$4.12M | – | 2401 |
|
|
2021
Q4 | $4.12M | Buy |
174,798
+35,949
| +26% | +$872K | 0.04% | 531 |
|
|
2021
Q3 | $3.47M | Buy |
138,849
+14,073
| +11% | +$351K | 0.04% | 536 |
|
|
2021
Q2 | $2.93M | Buy |
124,776
+59,327
| +91% | +$1.4M | 0.04% | 506 |
|
|
2021
Q1 | $1.43M | Sell |
65,449
-640
| -1% | -$12.1K | 0.02% | 627 |
|
|
2020
Q4 | $1.05M | Sell |
66,089
-35,032
| -35% | -$605K | 0.02% | 674 |
|
|
2020
Q3 | $1.65M | Buy |
101,121
+45,398
| +81% | +$667K | 0.04% | 489 |
|
|
2020
Q2 | $796K | Buy |
55,723
+206
| +0.4% | +$3.26K | 0.02% | 603 |
|
|
2020
Q1 | $797K | Buy |
55,517
+43,405
| +358% | +$909K | 0.02% | 249 |
|
|
2019
Q4 | $284K | Sell |
12,112
-41,917
| -78% | -$1.01M | 0.01% | 926 |
|
|
2019
Q3 | $1.28M | Sell |
54,029
-18,701
| -26% | -$495K | 0.03% | 724 |
|
|
2019
Q2 | $2.13M | Buy |
72,730
+4,812
| +7% | +$129K | 0.05% | 444 |
|
|
2019
Q1 | $1.63M | Buy |
67,918
+30,055
| +79% | +$739K | 0.05% | 345 |
|
|
2018
Q4 | $961K | Sell |
37,863
-5,209
| -12% | -$139K | 0.03% | 89 |
|
|
2018
Q3 | $1.11M | Buy |
43,072
+27,637
| +179% | +$701K | 0.04% | 611 |
|
|
2018
Q2 | $352K | Buy |
15,435
+3,391
| +28% | +$90K | 0.02% | 973 |
|
|
2018
Q1 | $306K | Buy |
12,044
+2,782
| +30% | +$73.2K | 0.02% | 864 |
|
|
2017
Q4 | $243K | Sell |
9,262
-27,220
| -75% | -$707K | 0.02% | 887 |
|
|
2017
Q3 | $966K | Buy |
36,482
+7,231
| +25% | +$210K | 0.09% | 314 |
|
|
2017
Q2 | $904K | Buy |
29,251
+2,016
| +7% | +$52.9K | 0.09% | 286 |
|
|
2017
Q1 | $633K | Buy |
27,235
+1,959
| +8% | +$43.8K | 0.08% | 370 |
|
|
2016
Q4 | $581K | Buy |
25,276
+1,198
| +5% | +$27.4K | 0.08% | 335 |
|
|
2016
Q3 | $557K | Buy |
24,078
+20,030
| +495% | +$469K | 0.08% | 320 |
|
|
2016
Q2 | $93K | Buy |
4,048
+93
| +2% | +$2.07K | 0.01% | 996 |
|
|
2016
Q1 | $104K | Buy |
3,955
+405
| +11% | +$12.7K | 0.02% | 600 |
|
|
2015
Q4 | $118K | Buy |
+3,550
| New | +$126K | 0.03% | 525 |
|
Other funds holding HRB
VPM
VCM
