A detailed history of Ritholtz Wealth Management transactions in H&R Block Inc stock. As of the latest transaction made, Ritholtz Wealth Management holds 34,854 shares of HRB stock, worth $1.93 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,854
Previous 38,575 9.65%
Holding current value
$1.93 Million
Previous $2.09 Million 5.88%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 10, 2024

SELL
$52.99 - $66.6 $197,175 - $247,818
-3,721 Reduced 9.65%
34,854 $2.21 Million
Q2 2024

Jul 31, 2024

SELL
$46.26 - $54.23 $118,703 - $139,154
-2,566 Reduced 6.24%
38,575 $2.09 Million
Q1 2024

Apr 24, 2024

SELL
$45.44 - $50.49 $999 - $1,110
-22 Reduced 0.05%
41,141 $2.02 Million
Q4 2023

Jan 18, 2024

BUY
$40.86 - $48.95 $89,483 - $107,200
2,190 Added 5.62%
41,163 $1.99 Million
Q3 2023

Oct 13, 2023

BUY
$31.07 - $43.09 $89,419 - $124,013
2,878 Added 7.97%
38,973 $1.68 Million
Q2 2023

Jul 14, 2023

SELL
$28.87 - $35.45 $248,397 - $305,011
-8,604 Reduced 19.25%
36,095 $1.15 Million
Q1 2023

Apr 19, 2023

SELL
$33.24 - $39.75 $186,576 - $223,116
-5,613 Reduced 11.16%
44,699 $1.58 Million
Q4 2022

Jan 18, 2023

BUY
$36.51 - $43.72 $3,358 - $4,022
92 Added 0.18%
50,312 $0
Q3 2022

Oct 18, 2022

BUY
$36.45 - $48.44 $101,002 - $134,227
2,771 Added 5.84%
50,220 $2.14 Million
Q2 2022

Jul 15, 2022

BUY
$23.77 - $36.27 $159,306 - $243,081
6,702 Added 16.45%
47,449 $1.68 Million
Q1 2022

Apr 14, 2022

BUY
$21.44 - $26.64 $419,752 - $521,557
19,578 Added 92.48%
40,747 $1.06 Million
Q4 2021

Jan 18, 2022

BUY
$22.76 - $25.71 $94,545 - $106,799
4,154 Added 24.41%
21,169 $499,000
Q3 2021

Oct 14, 2021

BUY
$23.34 - $26.27 $397,130 - $446,984
17,015 New
17,015 $425,000

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 $8.79B
  • 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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