Cwm, LLC H&R Block Inc Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Cwm, LLC holds 14,962 shares of HRB stock, worth $864,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,962

Previous 21,128 29.18%

Holding current value

$864,055

Previous $1.12 Million 26.34%

% of portfolio

0.0%

Previous 0.0%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$49.96 - $55.97 $308,053 - $345,111	-6,166 Reduced 29.18%	14,962 $822,000
Q4 2024 Feb 04, 2025	SELL	$52.14 - $63.36 $424,002 - $515,243	-8,132 Reduced 27.79%	21,128 $1.12 Million
Q3 2024 Oct 08, 2024	BUY	$52.99 - $66.6 $685,743 - $861,870	12,941 Added 79.3%	29,260 $1.86 Million
Q2 2024 Jul 09, 2024	BUY	$46.26 - $54.23 $551,280 - $646,258	11,917 Added 270.72%	16,319 $885,000
Q1 2024 Apr 05, 2024	SELL	$45.44 - $50.49 $48,575 - $53,973	-1,069 Reduced 19.54%	4,402 $216,000
Q4 2023 Feb 01, 2024	BUY	$40.86 - $48.95 $48,623 - $58,250	1,190 Added 27.8%	5,471 $265,000
Q3 2023 Oct 11, 2023	BUY	$31.07 - $43.09 $71,367 - $98,977	2,297 Added 115.78%	4,281 $184,000
Q2 2023 Aug 03, 2023	BUY	$28.87 - $35.45 $26,185 - $32,153	907 Added 84.22%	1,984 $63,000
Q1 2023 Apr 28, 2023	SELL	$33.24 - $39.75 $8,509 - $10,176	-256 Reduced 19.2%	1,077 $38,000
Q4 2022 Feb 01, 2023	SELL	$36.51 - $43.72 $3,651 - $4,372	-100 Reduced 6.98%	1,333 $49,000
Q3 2022 Oct 27, 2022	BUY	$36.45 - $48.44 $24,858 - $33,036	682 Added 90.81%	1,433 $61,000
Q2 2022 Jul 28, 2022	BUY	$23.77 - $36.27 $14,238 - $21,725	599 Added 394.08%	751 $27,000
Q1 2022 Apr 21, 2022	SELL	$21.44 - $26.64 $1,372 - $1,704	-64 Reduced 29.63%	152 $4,000
Q4 2021 Jan 31, 2022	BUY	$22.76 - $25.71 $1,024 - $1,156	45 Added 26.32%	216 $5,000
Q1 2021 Sep 15, 2021	BUY	$15.66 - $21.8 $422 - $588	27 Added 18.75%	171 $4,000
Q1 2021 Apr 27, 2021	SELL	$15.66 - $21.8 $422 - $588	-27 Reduced 15.79%	144 $3,000
Q4 2020 Sep 15, 2021	SELL	$15.16 - $19.18 $1,212 - $1,534	-80 Reduced 31.87%	171 $4,000
Q4 2020 Jan 27, 2021	BUY	$15.16 - $19.18 $1,212 - $1,534	80 Added 46.78%	251 $4,000
Q3 2020 Sep 15, 2021	SELL	$13.15 - $16.29 $14,557 - $18,033	-1,107 Reduced 86.62%	171 $4,000
Q3 2020 Oct 19, 2020	BUY	$13.15 - $16.29 $14,557 - $18,033	1,107 Added 647.37%	1,278 $21,000
Q2 2020 Sep 15, 2021	SELL	$11.94 - $19.76 $8,560 - $14,167	-717 Reduced 80.74%	171 $4,000
Q2 2020 Jul 22, 2020	BUY	$11.94 - $19.76 $8,560 - $14,167	717 Added 419.3%	888 $13,000
Q1 2020 Sep 15, 2021	SELL	$12.38 - $24.97 $9,247 - $18,652	-747 Reduced 81.37%	171 $4,000
Q1 2020 Apr 28, 2020	BUY	$12.38 - $24.97 $9,247 - $18,652	747 Added 436.84%	918 $13,000
Q4 2019 Sep 14, 2021	SELL	$23.02 - $25.18 $3,061 - $3,348	-133 Reduced 43.75%	171 $4,000
Q4 2019 Jan 27, 2020	BUY	$23.02 - $25.18 $3,061 - $3,348	133 Added 77.78%	304 $7,000
Q3 2019 Sep 14, 2021	SELL	$23.33 - $29.12 $16,610 - $20,733	-712 Reduced 80.63%	171 $4,000
Q3 2019 Oct 22, 2019	BUY	$23.33 - $29.12 $16,610 - $20,733	712 Added 416.37%	883 $21,000
Q2 2019 Sep 14, 2021	BUY	$24.33 - $29.3 $3,089 - $3,721	127 Added 288.64%	171 $4,000
Q2 2019 Jul 31, 2019	SELL	$24.33 - $29.3 $3,089 - $3,721	-127 Reduced 74.27%	44 $1,000
Q1 2019 Sep 02, 2021	BUY	$23.53 - $25.91 $2,988 - $3,290	127 Added 288.64%	171 $0
Q1 2019 Apr 22, 2019	SELL	$23.53 - $25.91 $376 - $414	-16 Reduced 26.67%	44 $1,000
Q4 2018 Jan 25, 2019	SELL	$23.63 - $28.73 $2,126 - $2,585	-90 Reduced 60.0%	60 $2,000
Q1 2018 Apr 26, 2018	SELL	$24.47 - $28.73 $2,373 - $2,786	-97 Reduced 39.27%	150 $4,000
Q4 2017 Jan 16, 2018	BUY	$23.86 - $28.99 $2,314 - $2,812	97 Added 64.67%	247 $6,000
Q3 2017 Oct 16, 2017	BUY	$25.69 - $31.49 $3,853 - $4,723	150	150 $4,000

Others Institutions Holding HRB

# of Institutions

626

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 $9.16B
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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