A detailed history of Ae Wealth Management LLC transactions in H&R Block Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 10,245 shares of HRB stock, worth $605,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,245
Previous 11,557 11.35%
Holding current value
$605,889
Previous $626,000 3.99%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$52.99 - $66.6 $69,522 - $87,379
-1,312 Reduced 11.35%
10,245 $651,000
Q2 2024

Aug 12, 2024

SELL
$46.26 - $54.23 $28,819 - $33,785
-623 Reduced 5.11%
11,557 $626,000
Q1 2024

May 15, 2024

SELL
$45.44 - $50.49 $205,525 - $228,366
-4,523 Reduced 27.08%
12,180 $598,000
Q4 2023

Feb 14, 2024

SELL
$40.86 - $48.95 $165,769 - $198,590
-4,057 Reduced 19.54%
16,703 $807,000
Q3 2023

Oct 11, 2023

BUY
$31.07 - $43.09 $187,196 - $259,617
6,025 Added 40.89%
20,760 $893,000
Q2 2023

Jul 10, 2023

SELL
$28.87 - $35.45 $49,107 - $60,300
-1,701 Reduced 10.35%
14,735 $469,000
Q1 2023

Apr 14, 2023

SELL
$33.24 - $39.75 $171,119 - $204,633
-5,148 Reduced 23.85%
16,436 $579,000
Q4 2022

Jan 31, 2023

BUY
$36.51 - $43.72 $164,623 - $197,133
4,509 Added 26.41%
21,584 $788,000
Q3 2022

Oct 25, 2022

SELL
$36.45 - $48.44 $146,711 - $194,971
-4,025 Reduced 19.08%
17,075 $726,000
Q2 2022

Aug 03, 2022

BUY
$23.77 - $36.27 $35,132 - $53,607
1,478 Added 7.53%
21,100 $745,000
Q1 2022

Apr 18, 2022

SELL
$21.44 - $26.64 $248,275 - $308,491
-11,580 Reduced 37.11%
19,622 $511,000
Q4 2021

Jan 20, 2022

BUY
$22.76 - $25.71 $324,557 - $366,624
14,260 Added 84.17%
31,202 $735,000
Q3 2021

Nov 01, 2021

BUY
$23.34 - $26.27 $55,992 - $63,021
2,399 Added 16.5%
16,942 $424,000
Q2 2021

Jul 21, 2021

BUY
$21.86 - $26.19 $317,909 - $380,881
14,543 New
14,543 $341,000
Q3 2020

Nov 06, 2020

SELL
$13.15 - $16.29 $594,853 - $736,894
-45,236 Closed
0 $0
Q2 2020

Aug 05, 2020

BUY
$11.94 - $19.76 $540,117 - $893,863
45,236 New
45,236 $646,000

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 $9.38B
  • 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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