A detailed history of Journey Strategic Wealth LLC transactions in H&R Block Inc stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 13,171 shares of HRB stock, worth $655,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,171
Previous 11,757 12.03%
Holding current value
$655,125
Previous $645,000 11.94%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$54.32 - $63.04 $76,808 - $89,138
1,414 Added 12.03%
13,171 $722,000
Q1 2025

May 06, 2025

BUY
$49.96 - $55.97 $310,151 - $347,461
6,208 Added 111.88%
11,757 $645,000
Q4 2024

Jan 24, 2025

BUY
$52.14 - $63.36 $289,324 - $351,584
5,549 New
5,549 $293,000

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 $7.89B
  • 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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