A detailed history of Envestnet Portfolio Solutions, Inc. transactions in H&R Block Inc stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,279 shares of HRB stock, worth $463,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,279
Previous 5,231 39.15%
Holding current value
$463,235
Previous $256,000 53.91%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$46.26 - $54.23 $94,740 - $111,063
2,048 Added 39.15%
7,279 $394,000
Q1 2024

May 06, 2024

BUY
$45.44 - $50.49 $3,317 - $3,685
73 Added 1.42%
5,231 $256,000
Q4 2023

Feb 07, 2024

SELL
$40.86 - $48.95 $15,118 - $18,111
-370 Reduced 6.69%
5,158 $249,000
Q3 2023

Nov 13, 2023

BUY
$31.07 - $43.09 $171,754 - $238,201
5,528 New
5,528 $238,000

Others Institutions Holding HRB

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $10.1B
  • Description
  • H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...
More about HRB
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