Wellington Management Group’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
Q3 | $117M | Buy |
|
|||||
|
2025
Q2 | $124M | Buy |
|
|||||
|
2025
Q1 | $118M | Buy |
|
|||||
|
2024
Q4 | $107M | Sell |
|
|||||
|
2024
Q3 | $148M | Sell |
|
|||||
|
2024
Q2 | $183M | Sell |
|
|||||
|
2024
Q1 | $166M | Buy |
|
|||||
|
2023
Q4 | $155M | Sell |
|
|||||
|
2023
Q3 | $154M | Sell |
|
|||||
|
2023
Q2 | $121M | Sell |
|
|||||
|
2023
Q1 | $303M | Buy |
|
|||||
|
2022
Q4 | $308M | Buy |
|
|||||
|
2022
Q3 | $358M | Buy |
|
|||||
|
2022
Q2 | $158M | Buy |
|
|||||
|
2022
Q1 | $67.3M | Sell |
|
|||||
|
2021
Q4 | $62.1M | Buy |
|
|||||
|
2021
Q3 | $62.6M | Buy |
|
|||||
|
2021
Q2 | $24.5M | Buy |
|
|||||
|
2021
Q1 | $19.7M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $1.2M | Buy |
|
|||||
|
2020
Q1 | $576K | Sell |
|
|||||
|
2019
Q4 | $1.14M | Sell |
|
|||||
|
2019
Q3 | $2.45M | Buy |
|
|||||
|
2019
Q2 | $1.26M | Sell |
|
|||||
|
2019
Q1 | $4.51M | Sell |
|
|||||
|
2018
Q4 | $23.3M | Buy |
|
|||||
|
2018
Q3 | $23.2M | Buy |
|
|||||
|
2018
Q2 | $19.9M | Sell |
|
|||||
|
2018
Q1 | $26.3M | Sell |
|
|||||
|
2017
Q4 | $33.2M | Buy |
|
|||||
|
2017
Q3 | $32.1M | Buy |
|
|||||
|
2017
Q2 | $24.7M | Buy |
|
|||||
|
2017
Q1 | $11.1M | Buy |
|
|||||
|
2016
Q4 | $3.35M | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $747K | Buy |
|
|||||
|
2015
Q4 | $443K | Sell |
|
|||||
|
2015
Q3 | $5.76M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $439K | Sell |
|
|||||
|
2014
Q4 | $796K | Sell |
|
|||||
|
2014
Q3 | $3.48M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $735K | Sell |
|
|||||
|
2013
Q2 | $1M | Buy |
|