Current Value of Holding

$28.9 Million

Shares

524 Thousand

% of Portfolio

0.13%

Average Buy Price

$45.3

Avg closing price
Price range

50 Ray Dalio H&R Block Trades

Ray Dalio acquired 524 Thousand H&R Block shares worth $28.9 Million. That's 0.13% of their equity portfolio (140th largest holding). The first H&R Block trade was made in Q4 2005. Since then Ray Dalio bought shares 30 more times and sold shares on 23 occasions. The stake costed the investor $23.8 Million, netting the investor a gain of 21% so far.

Avg closing price
Price range
Increased shares by 19.1% (+84 Thousand shares) Q1 2025
Avg closing price $53.48
Price range $49.96 - $55.97
Increased shares by 42.2% (+131 Thousand shares) Q4 2024
Avg closing price $58.66
Price range $52.13 - $63.39
Increased shares by 96.4% (+152 Thousand shares) Q3 2024
Avg closing price $59.61
Price range $52.99 - $66.60
Sold 54.4% shares (-188 Thousand shares) Q2 2024
Avg closing price $49.78
Price range $46.26 - $54.23
Sold 9.3% shares (-35.3 Thousand shares) Q1 2024
Avg closing price $47.51
Price range $45.44 - $50.49
Increased shares by 15.4% (+50.9 Thousand shares) Q4 2023
Avg closing price $44.57
Price range $40.86 - $48.95
Increased shares by 88.5% (+155 Thousand shares) Q3 2023
Avg closing price $36.92
Price range $31.07 - $43.09
Increased shares by 49.4% (+57.9 Thousand shares) Q2 2023
Avg closing price $32.30
Price range $28.87 - $35.45
Sold 15.1% shares (-20.8 Thousand shares) Q1 2023
Avg closing price $36.98
Price range $33.24 - $39.75
Increased shares by 186.6% (+89.9 Thousand shares) Q4 2022
Avg closing price $40.64
Price range $36.51 - $43.71
Sold 65.7% shares (-92.3 Thousand shares) Q3 2022
Avg closing price $42.32
Price range $36.45 - $48.44
Increased shares by 1470.1% (+131 Thousand shares) Q2 2022
Avg closing price $30.87
Price range $23.77 - $36.27
New holding (+8.94 Thousand shares) Q1 2022
Avg closing price $24.27
Price range $21.44 - $26.64
Sold -12.2 Thousand shares Q2 2021
Avg closing price $23.67
Price range $21.86 - $26.19
New holding (+12.2 Thousand shares) Q1 2021
Avg closing price $18.90
Price range $15.66 - $21.80
Sold -33.6 Thousand shares Q1 2019
Avg closing price $24.58
Price range $23.53 - $25.91
Increased shares by 201.8% (+22.4 Thousand shares) Q4 2018
Avg closing price $26.69
Price range $23.63 - $28.73
New holding (+11.1 Thousand shares) Q3 2018
Avg closing price $25.37
Price range $23.28 - $27.33
Sold -12.9 Thousand shares Q2 2018
Avg closing price $26.54
Price range $22.50 - $29.60
New holding (+12.9 Thousand shares) Q1 2018
Avg closing price $26.31
Price range $24.47 - $28.73

News about H&R Block Inc. and Ray Dalio

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