Ray Dalio’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 | $34.7M | Buy |
632,818
+108,375
| +21% | +$5.95M | 0.14% | 119 |
|
|
2025
Q1 | $28.8M | Buy |
524,443
+83,967
| +19% | +$4.61M | 0.13% | 136 |
|
|
2024
Q4 | $23.3M | Buy |
440,476
+130,812
| +42% | +$6.91M | 0.11% | 148 |
|
|
2024
Q3 | $19.7M | Buy |
309,664
+151,978
| +96% | +$9.66M | 0.11% | 156 |
|
|
2024
Q2 | $8.55M | Sell |
157,686
-188,021
| -54% | -$10.2M | 0.04% | 275 |
|
|
2024
Q1 | $17M | Sell |
345,707
-35,323
| -9% | -$1.73M | 0.09% | 178 |
|
|
2023
Q4 | $18.4M | Buy |
381,030
+50,946
| +15% | +$2.46M | 0.1% | 151 |
|
|
2023
Q3 | $14.2M | Buy |
330,084
+154,945
| +88% | +$6.67M | 0.09% | 180 |
|
|
2023
Q2 | $5.58M | Buy |
175,139
+57,903
| +49% | +$1.85M | 0.03% | 289 |
|
|
2023
Q1 | $4.13M | Sell |
117,236
-20,800
| -15% | -$733K | 0.03% | 348 |
|
|
2022
Q4 | $5.04M | Buy |
138,036
+89,869
| +187% | +$3.28M | 0.03% | 357 |
|
|
2022
Q3 | $2.05M | Sell |
48,167
-92,250
| -66% | -$3.92M | 0.01% | 560 |
|
|
2022
Q2 | $4.96M | Buy |
140,417
+131,474
| +1,470% | +$4.64M | 0.02% | 489 |
|
|
2022
Q1 | $233K | Buy |
+8,943
| New | +$233K | ﹤0.01% | 951 |
|
|
2021
Q2 | – | Sell |
-12,234
| Closed | -$267K | – | 732 |
|
|
2021
Q1 | $267K | Buy |
+12,234
| New | +$267K | ﹤0.01% | 425 |
|
|
2019
Q1 | – | Sell |
-33,567
| Closed | -$852K | – | 399 |
|
|
2018
Q4 | $852K | Buy |
33,567
+22,445
| +202% | +$570K | 0.01% | 351 |
|
|
2018
Q3 | $286K | Buy |
+11,122
| New | +$286K | ﹤0.01% | 313 |
|
|
2018
Q2 | – | Sell |
-12,862
| Closed | -$327K | – | 494 |
|
|
2018
Q1 | $327K | Buy |
+12,862
| New | +$327K | ﹤0.01% | 423 |
|
|
2017
Q3 | – | Sell |
-8,117
| Closed | -$251K | – | 332 |
|
|
2017
Q2 | $251K | Buy |
+8,117
| New | +$251K | ﹤0.01% | 304 |
|
|
2015
Q4 | – | Sell |
-19,113
| Closed | -$692K | – | 339 |
|
|
2015
Q3 | $692K | Buy |
19,113
+5,200
| +37% | +$188K | 0.01% | 280 |
|
|
2015
Q2 | $413K | Buy |
+13,913
| New | +$413K | ﹤0.01% | 278 |
|
|
2014
Q2 | – | Sell |
-16,966
| Closed | -$512K | – | 336 |
|
|
2014
Q1 | $512K | Sell |
16,966
-13,900
| -45% | -$419K | ﹤0.01% | 285 |
|
|
2013
Q4 | $896K | Sell |
30,866
-45,734
| -60% | -$1.33M | 0.01% | 233 |
|
|
2013
Q3 | $2.04M | Buy |
+76,600
| New | +$2.04M | 0.02% | 159 |
|