A detailed history of Toroso Investments, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Toroso Investments, LLC holds 16,217 shares of HRB stock, worth $879,447. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,217
Previous 31,795 49.0%
Holding current value
$879,447
Previous $1.54 Million 48.21%
% of portfolio
0.01%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$45.44 - $50.49 $707,864 - $786,533
-15,578 Reduced 49.0%
16,217 $796,000
Q4 2023

Feb 14, 2024

BUY
$40.86 - $48.95 $397,526 - $476,234
9,729 Added 44.09%
31,795 $1.54 Million
Q3 2023

Nov 15, 2023

BUY
$31.07 - $43.09 $18,300 - $25,380
589 Added 2.74%
22,066 $950,000
Q2 2023

Aug 14, 2023

SELL
$28.87 - $35.45 $1.6 Million - $1.97 Million
-55,490 Reduced 72.1%
21,477 $684,000
Q1 2023

May 15, 2023

SELL
$33.24 - $39.75 $501,525 - $599,748
-15,088 Reduced 16.39%
76,967 $2.71 Million
Q4 2022

Feb 15, 2023

BUY
$36.51 - $43.72 $959,993 - $1.15 Million
26,294 Added 39.98%
92,055 $3.36 Million
Q3 2022

Nov 23, 2022

SELL
$36.45 - $48.44 $1.67 Million - $2.22 Million
-45,754 Reduced 41.03%
65,761 $2.8 Million
Q2 2022

Aug 15, 2022

BUY
$23.77 - $36.27 $435,609 - $664,684
18,326 Added 19.67%
111,515 $3.94 Million
Q1 2022

May 20, 2022

BUY
$21.44 - $26.64 $1.22 Million - $1.51 Million
56,824 Added 156.26%
93,189 $2.43 Million
Q4 2021

Feb 16, 2022

BUY
$22.76 - $25.71 $141,567 - $159,916
6,220 Added 20.63%
36,365 $856,000
Q3 2021

Nov 15, 2021

BUY
$23.34 - $26.27 $116,139 - $130,719
4,976 Added 19.77%
30,145 $754,000
Q2 2021

Aug 13, 2021

BUY
$21.86 - $26.19 $550,194 - $659,176
25,169 New
25,169 $591,000

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 $8.6B
  • 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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