46 Ray Dalio H&R Block Trades
Ray Dalio acquired 381 Thousand H&R Block shares worth $17.7 Million. That's 0.10% of their equity portfolio (155th largest holding). The first H&R Block trade was made in Q4 2005. Since then Ray Dalio bought shares 27 more times and sold shares on 21 occasions. The stake costed the investor $13.7 Million, netting the investor a gain of 29% so far.
Avg closing price
Price range
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
Sold -8.12 Thousand shares
Q3 2017
Avg closing price
$29.05
Price range
$25.69
-
$31.51
New holding (+8.12 Thousand shares)
Q2 2017
Avg closing price
$26.25
Price range
$22.95
-
$31.34
Sold -19.1 Thousand shares
Q4 2015
Avg closing price
$35.54
Price range
$32.25
-
$37.40
Increased shares by 37.4% (+5.2 Thousand shares)
Q3 2015
Avg closing price
$33.86
Price range
$29.61
-
$36.20
New holding (+13.9 Thousand shares)
Q2 2015
Avg closing price
$31.37
Price range
$29.51
-
$32.64
