A detailed history of Ci Private Wealth, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Ci Private Wealth, LLC holds 162,039 shares of HRB stock, worth $8.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
162,039
Previous 246,993 34.4%
Holding current value
$8.8 Million
Previous $13.4 Million 23.12%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$52.99 - $66.6 $4.5 Million - $5.66 Million
-84,954 Reduced 34.4%
162,039 $10.3 Million
Q2 2024

Aug 13, 2024

BUY
$46.26 - $54.23 $4.22 Million - $4.95 Million
91,242 Added 58.58%
246,993 $13.4 Million
Q1 2024

May 09, 2024

SELL
$45.44 - $50.49 $12,950 - $14,389
-285 Reduced 0.18%
155,751 $7.65 Million
Q4 2023

Feb 09, 2024

BUY
$40.86 - $48.95 $42,453 - $50,859
1,039 Added 0.67%
156,036 $7.55 Million
Q3 2023

Nov 03, 2023

BUY
$31.07 - $43.09 $6,307 - $8,747
203 Added 0.13%
154,997 $6.67 Million
Q2 2023

Aug 10, 2023

BUY
$28.87 - $35.45 $387,233 - $475,490
13,413 Added 9.49%
154,794 $4.93 Million
Q1 2023

May 15, 2023

BUY
$33.24 - $39.75 $51,455 - $61,533
1,548 Added 1.11%
141,381 $4.98 Million
Q4 2022

Feb 15, 2023

BUY
$36.51 - $43.72 $5.11 Million - $6.11 Million
139,833 New
139,833 $5.11 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 $8.61B
  • 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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