A detailed history of Alpha Omega Wealth Management LLC transactions in H&R Block Inc stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 5,029 shares of HRB stock, worth $316,072. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,029
Previous 5,111 1.6%
Holding current value
$316,072
Previous $251,000 8.37%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 25, 2024

SELL
$46.26 - $54.23 $3,793 - $4,446
-82 Reduced 1.6%
5,029 $272,000
Q1 2024

Apr 17, 2024

SELL
$45.44 - $50.49 $3,498 - $3,887
-77 Reduced 1.48%
5,111 $251,000
Q4 2023

Jan 30, 2024

SELL
$40.86 - $48.95 $21,451 - $25,698
-525 Reduced 9.19%
5,188 $250,000
Q3 2023

Oct 11, 2023

BUY
$31.07 - $43.09 $177,502 - $246,173
5,713 New
5,713 $246,000
Q1 2023

Apr 19, 2023

BUY
$33.24 - $39.75 $797 - $954
24 Added 0.34%
7,011 $247,000
Q4 2022

Feb 01, 2023

SELL
$36.51 - $43.72 $18,474 - $22,122
-506 Reduced 6.75%
6,987 $255,000
Q3 2022

Oct 18, 2022

SELL
$36.45 - $48.44 $203,937 - $271,021
-5,595 Reduced 42.75%
7,493 $319,000
Q2 2022

Jul 21, 2022

SELL
$23.77 - $36.27 $47,326 - $72,213
-1,991 Reduced 13.2%
13,088 $462,000
Q1 2022

Apr 29, 2022

BUY
$21.44 - $26.64 $7,096 - $8,817
331 Added 2.24%
15,079 $393,000
Q4 2021

Jan 18, 2022

BUY
$22.76 - $25.71 $1,707 - $1,928
75 Added 0.51%
14,748 $333,000
Q3 2021

Oct 13, 2021

BUY
$23.34 - $26.27 $10,362 - $11,663
444 Added 3.12%
14,673 $367,000
Q2 2021

Jul 01, 2021

SELL
$21.86 - $26.19 $3,300 - $3,954
-151 Reduced 1.05%
14,229 $334,000
Q1 2021

Apr 29, 2021

BUY
$15.66 - $21.8 $9,239 - $12,862
590 Added 4.28%
14,380 $313,000
Q4 2020

Feb 05, 2021

SELL
$15.16 - $19.18 $11,627 - $14,711
-767 Reduced 5.27%
13,790 $219,000
Q3 2020

Nov 05, 2020

BUY
$13.15 - $16.29 $52,863 - $65,485
4,020 Added 38.15%
14,557 $237,000
Q2 2020

Jul 27, 2020

SELL
$11.94 - $19.76 $3,749 - $6,204
-314 Reduced 2.89%
10,537 $150,000
Q1 2020

May 04, 2020

BUY
$12.38 - $24.97 $134,335 - $270,949
10,851 New
10,851 $153,000
Q4 2019

Feb 05, 2020

SELL
$23.02 - $25.18 $2.68 Million - $2.93 Million
-116,414 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
$23.33 - $29.12 $392,480 - $489,885
16,823 Added 16.89%
116,414 $2.84 Million
Q2 2019

Aug 14, 2019

SELL
$24.33 - $29.3 $24,694 - $29,739
-1,015 Reduced 1.01%
99,591 $2.92 Million
Q1 2019

May 02, 2019

BUY
$23.53 - $25.91 $588,814 - $648,371
25,024 Added 33.11%
100,606 $2.41 Million
Q4 2018

Jan 18, 2019

SELL
$23.63 - $28.73 $702,756 - $854,430
-29,740 Reduced 28.24%
75,582 $1.92 Million
Q3 2018

Nov 01, 2018

BUY
$23.28 - $27.33 $55,243 - $64,854
2,373 Added 2.31%
105,322 $2.71 Million
Q2 2018

Aug 14, 2018

BUY
$22.5 - $29.6 $79,942 - $105,168
3,553 Added 3.57%
102,949 $2.35 Million
Q1 2018

May 01, 2018

BUY
$24.47 - $28.73 $216,779 - $254,519
8,859 Added 9.78%
99,396 $2.53 Million
Q4 2017

Feb 06, 2018

BUY
$23.86 - $28.99 $20,328 - $24,699
852 Added 0.95%
90,537 $2.37 Million
Q3 2017

Nov 03, 2017

SELL
$25.69 - $31.49 $40,847 - $50,069
-1,590 Reduced 1.74%
89,685 $2.38 Million
Q2 2017

Aug 07, 2017

BUY
N/A
91,275
91,275 $2.82 Million

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 $9.97B
  • 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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