Integrated Wealth Concepts LLC H&R Block Inc Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$46.26 - $54.23 $5,921 - $6,941	128 Added 1.06%	12,177 $660,000
Q1 2024 May 15, 2024	BUY	$45.44 - $50.49 $547,506 - $608,354	12,049 New	12,049 $591,000
Q4 2022 Feb 13, 2023	BUY	$36.51 - $43.72 $27,199 - $32,571	745 Added 9.07%	8,959 $327,000
Q3 2022 Nov 14, 2022	BUY	$36.45 - $48.44 $299,400 - $397,886	8,214 New	8,214 $349,000
Q1 2022 May 12, 2022	SELL	$21.44 - $26.64 $253,206 - $314,618	-11,810 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$22.76 - $25.71 $67,415 - $76,153	2,962 Added 33.48%	11,810 $278,000
Q3 2021 Nov 15, 2021	BUY	$23.34 - $26.27 $206,512 - $232,436	8,848 New	8,848 $221,000

595

102M

721K

995K

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.55B
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...

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