A detailed history of Belmont Capital, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Belmont Capital, LLC holds 4,000 shares of HRB stock, worth $218,960. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,000
Previous 5,410 26.06%
Holding current value
$218,960
Previous $261,000 24.9%
% of portfolio
0.05%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$45.44 - $50.49 $64,070 - $71,190
-1,410 Reduced 26.06%
4,000 $196,000
Q4 2023

Feb 13, 2024

BUY
$40.86 - $48.95 $1,634 - $1,958
40 Added 0.74%
5,410 $261,000
Q3 2023

Nov 13, 2023

BUY
$31.07 - $43.09 $141,958 - $196,878
4,569 Added 570.41%
5,370 $231,000
Q2 2023

Aug 10, 2023

SELL
$28.87 - $35.45 $2,222 - $2,729
-77 Reduced 8.77%
801 $25,000
Q3 2022

Oct 18, 2022

BUY
$36.45 - $48.44 $32,003 - $42,530
878 New
878 $37,000

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 $8.68B
  • 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
Track This Portfolio

Track Belmont Capital, LLC Portfolio

Follow Belmont Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belmont Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belmont Capital, LLC with notifications on news.