A detailed history of Hennion & Walsh Asset Management, Inc. transactions in H&R Block Inc stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 80,250 shares of HRB stock, worth $4.78 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
80,250
Previous 83,985 4.45%
Holding current value
$4.78 Million
Previous $4.55 Million 11.97%
% of portfolio
0.25%
Previous 0.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$52.99 - $66.6 $197,917 - $248,750
-3,735 Reduced 4.45%
80,250 $5.1 Million
Q2 2024

Jul 19, 2024

SELL
$46.26 - $54.23 $186,797 - $218,980
-4,038 Reduced 4.59%
83,985 $4.55 Million
Q1 2024

Apr 17, 2024

SELL
$45.44 - $50.49 $209,342 - $232,607
-4,607 Reduced 4.97%
88,023 $4.32 Million
Q4 2023

Jan 10, 2024

SELL
$40.86 - $48.95 $117,431 - $140,682
-2,874 Reduced 3.01%
92,630 $4.48 Million
Q3 2023

Oct 27, 2023

SELL
$31.07 - $43.09 $280,624 - $389,188
-9,032 Reduced 8.64%
95,504 $4.11 Million
Q2 2023

Aug 09, 2023

BUY
$28.87 - $35.45 $526,011 - $645,899
18,220 Added 21.11%
104,536 $3.33 Million
Q1 2023

Apr 20, 2023

BUY
$33.24 - $39.75 $450,202 - $538,374
13,544 Added 18.61%
86,316 $3.04 Million
Q4 2022

Jan 12, 2023

BUY
$36.51 - $43.72 $392,628 - $470,164
10,754 Added 17.34%
72,772 $2.66 Million
Q3 2022

Nov 14, 2022

BUY
$36.45 - $48.44 $423,621 - $562,969
11,622 Added 23.06%
62,018 $2.64 Million
Q2 2022

Jul 19, 2022

BUY
$23.77 - $36.27 $272,285 - $415,472
11,455 Added 29.42%
50,396 $1.78 Million
Q1 2022

Apr 26, 2022

BUY
$21.44 - $26.64 $209,919 - $260,832
9,791 Added 33.59%
38,941 $1.01 Million
Q4 2021

Feb 14, 2022

BUY
$22.76 - $25.71 $165,579 - $187,040
7,275 Added 33.26%
29,150 $687,000
Q3 2021

Nov 12, 2021

BUY
$23.34 - $26.27 $304,190 - $342,376
13,033 Added 147.4%
21,875 $547,000
Q2 2021

Aug 13, 2021

SELL
$21.86 - $26.19 $36,222 - $43,396
-1,657 Reduced 15.78%
8,842 $208,000
Q1 2021

May 17, 2021

BUY
$15.66 - $21.8 $164,414 - $228,878
10,499 New
10,499 $229,000

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 $9.45B
  • 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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