A detailed history of Measured Wealth Private Client Group, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 21,810 shares of HRB stock, worth $1.18 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
21,810
Previous 23,864 8.61%
Holding current value
$1.18 Million
Previous $1.29 Million 7.11%
% of portfolio
0.47%
Previous 0.46%

Shares

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

Oct 25, 2024

SELL
$52.99 - $66.6 $108,841 - $136,796
-2,054 Reduced 8.61%
21,810 $1.39 Million
Q2 2024

Aug 12, 2024

BUY
$46.26 - $54.23 $206,735 - $242,353
4,469 Added 23.04%
23,864 $1.29 Million
Q1 2024

Apr 18, 2024

BUY
$45.44 - $50.49 $94,924 - $105,473
2,089 Added 12.07%
19,395 $952,000
Q4 2023

Feb 06, 2024

BUY
$40.86 - $48.95 $707,123 - $847,128
17,306 New
17,306 $837,000
Q1 2023

May 01, 2023

BUY
$33.24 - $39.75 $23,234 - $27,785
699 Added 12.52%
6,283 $221,000
Q4 2022

Jan 23, 2023

BUY
$36.51 - $43.72 $30,011 - $35,937
822 Added 17.26%
5,584 $0
Q3 2022

Oct 27, 2022

BUY
$36.45 - $48.44 $173,574 - $230,671
4,762 New
4,762 $203,000
Q4 2018

Feb 07, 2019

SELL
$23.63 - $28.73 $13,705 - $16,663
-580 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$23.28 - $27.33 $13,502 - $15,851
580 New
580 $15,000

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 $8.55B
  • 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...
More about HRB
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