A detailed history of Coldstream Capital Management Inc transactions in H&R Block Inc stock. As of the latest transaction made, Coldstream Capital Management Inc holds 4,878 shares of HRB stock, worth $264,826. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,878
Previous 4,680 4.23%
Holding current value
$264,826
Previous $253,000 22.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 15, 2024

BUY
$52.99 - $66.6 $10,492 - $13,186
198 Added 4.23%
4,878 $309,000
Q2 2024

Aug 07, 2024

SELL
$46.26 - $54.23 $740 - $867
-16 Reduced 0.34%
4,680 $253,000
Q1 2024

May 13, 2024

BUY
$45.44 - $50.49 $213,386 - $237,101
4,696 New
4,696 $230,000
Q4 2022

Jan 10, 2023

BUY
$36.51 - $43.72 $11,537 - $13,815
316 Added 5.22%
6,374 $0
Q2 2022

Aug 08, 2022

BUY
$23.77 - $36.27 $143,998 - $219,723
6,058 New
6,058 $214,000

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 $8.61B
  • 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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