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 4,696 shares of HRB stock, worth $258,749. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,696
Holding current value
$258,749
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $8.74B
  • 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 Coldstream Capital Management Inc Portfolio

Follow Coldstream Capital Management Inc 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 Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Coldstream Capital Management Inc with notifications on news.