A detailed history of Cresset Asset Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Cresset Asset Management, LLC holds 13,302 shares of HRB stock, worth $712,721. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,302
Previous 12,339 7.8%
Holding current value
$712,721
Previous $596,000 9.56%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$45.44 - $50.49 $43,758 - $48,621
963 Added 7.8%
13,302 $653,000
Q4 2023

Feb 14, 2024

BUY
$40.86 - $48.95 $27,703 - $33,188
678 Added 5.81%
12,339 $596,000
Q3 2023

Nov 14, 2023

BUY
$31.07 - $43.09 $107,160 - $148,617
3,449 Added 42.0%
11,661 $502,000
Q2 2023

Aug 14, 2023

BUY
$28.87 - $35.45 $237,080 - $291,115
8,212 New
8,212 $261,000
Q2 2019

Aug 12, 2019

SELL
$24.33 - $29.3 $2,724 - $3,281
-112 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$23.53 - $25.91 $2,635 - $2,901
-112 Reduced 50.0%
112 $3,000
Q4 2018

May 21, 2019

BUY
$23.63 - $28.73 $5,293 - $6,435
224 New
224 $6,000

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 $8.5B
  • 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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