A detailed history of Jfs Wealth Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 166 shares of HRB stock, worth $8,839. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166
Previous 163 1.84%
Holding current value
$8,839
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$52.99 - $66.6 $158 - $199
3 Added 1.84%
166 $10,000
Q2 2024

Jul 15, 2024

BUY
$46.26 - $54.23 $1,526 - $1,789
33 Added 25.38%
163 $8,000
Q1 2024

Apr 30, 2024

SELL
$45.44 - $50.49 $45 - $50
-1 Reduced 0.76%
130 $6,000
Q4 2023

Feb 07, 2024

BUY
$40.86 - $48.95 $980 - $1,174
24 Added 22.43%
131 $6,000
Q1 2023

Apr 19, 2023

SELL
$33.24 - $39.75 $764 - $914
-23 Reduced 17.69%
107 $3,000
Q4 2022

Feb 13, 2023

SELL
$36.51 - $43.72 $365 - $437
-10 Reduced 7.14%
130 $4,000
Q3 2022

Oct 21, 2022

SELL
$36.45 - $48.44 $72 - $96
-2 Reduced 1.41%
140 $6,000
Q2 2022

Aug 02, 2022

BUY
$23.77 - $36.27 $1,497 - $2,285
63 Added 79.75%
142 $5,000
Q1 2022

May 02, 2022

BUY
$21.44 - $26.64 $1,093 - $1,358
51 Added 182.14%
79 $2,000
Q4 2021

Feb 03, 2022

BUY
$22.76 - $25.71 $637 - $719
28 New
28 $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 $8.45B
  • 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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