A detailed history of Pathstone Family Office, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 16,271 shares of HRB stock, worth $910,687. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,271
Holding current value
$910,687
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$31.07 - $43.09 $505,539 - $701,117
16,271 New
16,271 $700,000
Q4 2022

Oct 23, 2023

BUY
$36.51 - $43.72 $7,082 - $8,481
194 Added 1.9%
10,414 $380,000
Q4 2022

Feb 13, 2023

SELL
$36.51 - $43.72 $156,591 - $187,515
-4,289 Reduced 29.17%
10,414 $380,000
Q3 2022

Oct 23, 2023

BUY
$36.45 - $48.44 $145,544 - $193,420
3,993 Added 64.12%
10,220 $434,000
Q3 2022

Nov 14, 2022

BUY
$36.45 - $48.44 $147,476 - $195,988
4,046 Added 37.97%
14,703 $627,000
Q2 2022

Oct 23, 2023

BUY
$23.77 - $36.27 $148,015 - $225,853
6,227 New
6,227 $219,000
Q2 2022

Aug 15, 2022

BUY
$23.77 - $36.27 $253,316 - $386,529
10,657 New
10,657 $378,000

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 $8.88B
  • 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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