A detailed history of Bogart Wealth, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 466 shares of HRB stock, worth $27,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares
466
Previous 66 606.06%
Holding current value
$27,768
Previous $3,000 866.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024

BUY
$52.99 - $66.6 $21,196 - $26,639
400 Added 606.06%
466 $29,000
Q4 2023

Feb 06, 2024

BUY
$40.86 - $48.95 $2,696 - $3,230
66 New
66 $3,000
Q4 2021

Jan 19, 2022

SELL
$22.76 - $25.71 $14,111 - $15,940
-620 Reduced 38.27%
1,000 $24,000
Q2 2021

Aug 06, 2021

BUY
$21.86 - $26.19 $21,860 - $26,190
1,000 Added 161.29%
1,620 $38,000
Q4 2020

Jan 14, 2021

BUY
$15.16 - $19.18 $9,399 - $11,891
620 New
620 $9,000

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 $9.45B
  • 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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