A detailed history of Optimist Retirement Group LLC transactions in H&R Block Inc stock. As of the latest transaction made, Optimist Retirement Group LLC holds 45,436 shares of HRB stock, worth $2.84 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
45,436
Previous 50,029 9.18%
Holding current value
$2.84 Million
Previous $2.46 Billion 0.29%
% of portfolio
1.29%
Previous 1.26%

Shares

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

Aug 12, 2024

SELL
$46.26 - $54.23 $212,472 - $249,078
-4,593 Reduced 9.18%
45,436 $2.46 Billion
Q1 2024

May 13, 2024

SELL
$45.44 - $50.49 $78,247 - $86,943
-1,722 Reduced 3.33%
50,029 $2.46 Billion
Q4 2023

Feb 15, 2024

BUY
$40.86 - $48.95 $2.11 Million - $2.53 Million
51,751 New
51,751 $2.5 Billion

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 $9.92B
  • 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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