Current Value of Holding

$29.1M

Shares

777k

% of Portfolio

0.25%

Average Buy Price

$28.9

Avg closing price
Price range

26 Chuck Royce H&R Block Trades

Chuck Royce's position in H&R Block is currently worth $29.1M. That's 0.25% of their equity portfolio (116th largest holding). The first H&R Block trade was made in Q2 2013. Since then Chuck Royce bought shares nine more times and sold shares on sixteen occasions. The stake costed the investor $22.4M, netting the investor a gain of 30% so far.

Avg closing price
Price range
Increased shares by 145.7% (+461k shares) Q1 2026
Avg closing price $36.08
Price range $28.34 - $45.08
Increased shares by 47.3% (+102k shares) Q4 2025
Avg closing price $46.67
Price range $41.25 - $52.59
Increased shares by 170.0% (+135k shares) Q3 2025
Avg closing price $52.86
Price range $49.28 - $56.76
Sold 44.3% shares (-63.3k shares) Q2 2025
Avg closing price $57.78
Price range $54.32 - $63.04
Sold 8.5% shares (-13.3k shares) Q1 2025
Avg closing price $53.48
Price range $49.96 - $55.97
Sold 5.2% shares (-8.5k shares) Q4 2024
Avg closing price $58.66
Price range $52.13 - $63.39
Sold 5.7% shares (-10k shares) Q3 2024
Avg closing price $59.61
Price range $52.99 - $66.60
Sold 8.4% shares (-16.1k shares) Q2 2024
Avg closing price $49.78
Price range $46.26 - $54.23
Sold 46.9% shares (-169k shares) Q1 2024
Avg closing price $47.51
Price range $45.44 - $50.49
Sold 37.6% shares (-216k shares) Q4 2023
Avg closing price $44.57
Price range $40.86 - $48.95
Sold 16.8% shares (-116k shares) Q3 2023
Avg closing price $36.92
Price range $31.07 - $43.09
Increased shares by 9.7% (+61k shares) Q2 2023
Avg closing price $32.30
Price range $28.87 - $35.45
Sold 15.9% shares (-119k shares) Q1 2023
Avg closing price $36.98
Price range $33.24 - $39.75
Sold 19.9% shares (-186k shares) Q4 2022
Avg closing price $40.64
Price range $36.51 - $43.71
Sold 29.9% shares (-399k shares) Q3 2022
Avg closing price $42.32
Price range $36.45 - $48.44
Sold 30.2% shares (-576k shares) Q2 2022
Avg closing price $30.87
Price range $23.77 - $36.27
Increased shares by 5.6% (+102k shares) Q1 2022
Avg closing price $24.27
Price range $21.44 - $26.64
Increased shares by 349.8% (+1.41M shares) Q4 2021
Avg closing price $24.26
Price range $22.76 - $25.71
New holding (+402k shares) Q3 2021
Avg closing price $24.91
Price range $23.34 - $26.27
Sold -65 shares Q3 2020
Avg closing price $14.70
Price range $13.15 - $16.29

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