Creative Planning H&R Block Inc Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in H&R Block Inc stock. As of the latest transaction made, Creative Planning holds 81,843 shares of HRB stock, worth $4.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

81,843

Previous 71,259 14.85%

Holding current value

$4.6 Million

Previous $3.77 Million 19.34%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$49.96 - $55.97 $528,776 - $592,386	10,584 Added 14.85%	81,843 $4.49 Million
Q4 2024 Feb 14, 2025	SELL	$52.14 - $63.36 $777,720 - $945,077	-14,916 Reduced 17.31%	71,259 $3.77 Million
Q3 2024 Oct 11, 2024	BUY	$52.99 - $66.6 $2.12 Million - $2.66 Million	39,990 Added 86.59%	86,175 $5.48 Million
Q2 2024 Aug 15, 2024	SELL	$46.26 - $54.23 $108,525 - $127,223	-2,346 Reduced 4.83%	46,185 $2.5 Million
Q1 2024 May 10, 2024	BUY	$45.44 - $50.49 $241,786 - $268,657	5,321 Added 12.31%	48,531 $2.38 Million
Q4 2023 Feb 14, 2024	BUY	$40.86 - $48.95 $68,563 - $82,138	1,678 Added 4.04%	43,210 $2.09 Million
Q3 2023 Nov 16, 2023	SELL	$31.07 - $43.09 $1.11 Million - $1.54 Million	-35,694 Reduced 46.22%	41,532 $1.79 Million
Q2 2023 Jul 21, 2023	BUY	$28.87 - $35.45 $1.19 Million - $1.46 Million	41,148 Added 114.05%	77,226 $2.46 Million
Q1 2023 May 15, 2023	BUY	$33.24 - $39.75 $69,637 - $83,276	2,095 Added 6.16%	36,078 $1.27 Million
Q4 2022 Feb 10, 2023	SELL	$36.51 - $43.72 $78,167 - $93,604	-2,141 Reduced 5.93%	33,983 $1.24 Million
Q3 2022 Nov 03, 2022	BUY	$36.45 - $48.44 $62,475 - $83,026	1,714 Added 4.98%	36,124 $1.54 Million
Q2 2022 Aug 15, 2022	BUY	$23.77 - $36.27 $58,260 - $88,897	2,451 Added 7.67%	34,410 $1.22 Million
Q1 2022 May 16, 2022	BUY	$21.44 - $26.64 $26,842 - $33,353	1,252 Added 4.08%	31,959 $832,000
Q4 2021 Feb 11, 2022	BUY	$22.76 - $25.71 $114,004 - $128,781	5,009 Added 19.49%	30,707 $723,000
Q3 2021 Nov 10, 2021	BUY	$23.34 - $26.27 $56,179 - $63,231	2,407 Added 10.33%	25,698 $642,000
Q2 2021 Aug 04, 2021	SELL	$21.86 - $26.19 $291,524 - $349,269	-13,336 Reduced 36.41%	23,291 $547,000
Q1 2021 Apr 30, 2021	SELL	$15.66 - $21.8 $171,821 - $239,189	-10,972 Reduced 23.05%	36,627 $798,000
Q4 2020 Jan 29, 2021	BUY	$15.16 - $19.18 $338,295 - $428,001	22,315 Added 88.26%	47,599 $755,000
Q3 2020 Nov 05, 2020	BUY	$13.15 - $16.29 $123,399 - $152,865	9,384 Added 59.02%	25,284 $412,000
Q2 2020 Jul 23, 2020	BUY	$11.94 - $19.76 $11,474 - $18,989	961 Added 6.43%	15,900 $227,000
Q1 2020 May 05, 2020	SELL	$12.38 - $24.97 $128,974 - $260,137	-10,418 Reduced 41.09%	14,939 $210,000
Q4 2019 Jan 30, 2020	BUY	$23.02 - $25.18 $329,370 - $360,275	14,308 Added 129.5%	25,357 $595,000
Q3 2019 Nov 01, 2019	BUY	$23.33 - $29.12 $4,479 - $5,591	192 Added 1.77%	11,049 $261,000
Q2 2019 Jul 26, 2019	BUY	$24.33 - $29.3 $264,150 - $318,110	10,857 New	10,857 $318,000
Q1 2019 Apr 24, 2019	SELL	$23.53 - $25.91 $198,687 - $218,784	-8,444 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$23.63 - $28.73 $199,531 - $242,596	8,444 New	8,444 $214,000

Others Institutions Holding HRB

# of Institutions

627

Shares Held

112M

Call Options Held

247K

Put Options Held

483K

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.92B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning H&R Block Inc Transaction History