A detailed history of Cherry Tree Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 449 shares of HRB stock, worth $26,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares
449
Previous 489 8.18%
Holding current value
$26,571
Previous $24 Million 1.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024

SELL
$46.26 - $54.23 $1,850 - $2,169
-40 Reduced 8.18%
449 $24.4 Million
Q4 2023

Feb 06, 2024

SELL
$40.86 - $48.95 $19,531 - $23,398
-478 Reduced 49.43%
489 $23.7 Million
Q2 2023

Aug 09, 2023

BUY
$28.87 - $35.45 $27,917 - $34,280
967 New
967 $30.8 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 $9.39B
  • 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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