A detailed history of Aviso Wealth Management transactions in H&R Block Inc stock. As of the latest transaction made, Aviso Wealth Management holds 11,917 shares of HRB stock, worth $677,719. This represents 0.41% of its overall portfolio holdings.

Number of Shares
11,917
Previous 12,417 4.03%
Holding current value
$677,719
Previous $673 Million 12.47%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Nov 07, 2024

SELL
$52.99 - $66.6 $26,495 - $33,300
-500 Reduced 4.03%
11,917 $757 Million
Q2 2024

Aug 14, 2024

SELL
$46.26 - $54.23 $5,782 - $6,778
-125 Reduced 1.0%
12,417 $673 Million
Q1 2024

May 14, 2024

BUY
$45.44 - $50.49 $29,172 - $32,414
642 Added 5.39%
12,542 $616 Million
Q4 2023

Feb 13, 2024

BUY
$40.86 - $48.95 $486,234 - $582,505
11,900 New
11,900 $576 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 $9.02B
  • 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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