The first H&R Block trade was made in Q2 2013.
Since then Jim Simons bought shares fourteen more times and sold shares on nineteen occasions. The investor sold all their shares in Q4 2023 and doesn't own any shares in H&R Block anymore.
Avg closing price
Price range
Sold -321 Thousand shares
Q4 2023
Avg closing price
$44.57
Price range
$40.86
-
$48.95
New holding (+321 Thousand shares)
Q3 2023
Avg closing price
$36.92
Price range
$31.07
-
$43.09
Sold -1.17 Million shares
Q4 2022
Avg closing price
$40.64
Price range
$36.51
-
$43.71
Sold 13.0% shares (-174 Thousand shares)
Q3 2022
Avg closing price
$42.32
Price range
$36.45
-
$48.44
New holding (+1.34 Million shares)
Q2 2022
Avg closing price
$30.87
Price range
$23.77
-
$36.27
Sold -237 Thousand shares
Q1 2022
Avg closing price
$24.27
Price range
$21.44
-
$26.64
Sold 54.9% shares (-288 Thousand shares)
Q4 2021
Avg closing price
$24.26
Price range
$22.76
-
$25.71
Increased shares by 9.5% (+45.5 Thousand shares)
Q3 2021
Avg closing price
$24.91
Price range
$23.34
-
$26.27
New holding (+480 Thousand shares)
Q2 2021
Avg closing price
$23.67
Price range
$21.86
-
$26.19
Sold -67.8 Thousand shares
Q1 2021
Avg closing price
$18.90
Price range
$15.66
-
$21.80
Sold 96.3% shares (-1.77 Million shares)
Q4 2020
Avg closing price
$17.27
Price range
$15.16
-
$19.18
New holding (+1.84 Million shares)
Q3 2020
Avg closing price
$14.70
Price range
$13.15
-
$16.29
Sold -1.68 Million shares
Q3 2019
Avg closing price
$26.46
Price range
$23.33
-
$29.12
New holding (+1.68 Million shares)
Q2 2019
Avg closing price
$26.88
Price range
$24.33
-
$29.30
Sold -214 Thousand shares
Q1 2018
Avg closing price
$26.31
Price range
$24.47
-
$28.73
Sold 86.5% shares (-1.37 Million shares)
Q4 2017
Avg closing price
$25.96
Price range
$23.86
-
$28.99
Increased shares by 144.8% (+935 Thousand shares)
Q3 2017