A detailed history of Ever Source Wealth Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 541 shares of HRB stock, worth $29,614. This represents 0.0% of its overall portfolio holdings.

Number of Shares
541
Previous 528 2.46%
Holding current value
$29,614
Previous $25,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 11, 2024

BUY
$45.44 - $50.49 $590 - $656
13 Added 2.46%
541 $26,000
Q4 2023

Feb 09, 2024

SELL
$40.86 - $48.95 $1,103 - $1,321
-27 Reduced 4.86%
528 $25,000
Q3 2023

Nov 03, 2023

BUY
$31.07 - $43.09 $16,218 - $22,492
522 Added 1581.82%
555 $23,000
Q2 2023

Aug 04, 2023

SELL
$28.87 - $35.45 $808 - $992
-28 Reduced 45.9%
33 $1,000
Q1 2023

May 11, 2023

BUY
$33.24 - $39.75 $1,329 - $1,590
40 Added 190.48%
61 $2,000
Q3 2022

Nov 07, 2022

BUY
$36.45 - $48.44 $765 - $1,017
21 New
21 $1,000

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 $8.68B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.