United Capital Financial Advisers, LLC H&R Block Inc Transaction History

United Capital Financial Advisers, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$40.86 - $48.95 $170,427 - $204,170	-4,171 Reduced 47.31%	4,646 $224,000
Q3 2023 Nov 14, 2023	SELL	$31.07 - $43.09 $268,910 - $372,943	-8,655 Reduced 49.54%	8,817 $379,000
Q2 2023 Aug 14, 2023	SELL	$28.87 - $35.45 $3,839 - $4,714	-133 Reduced 0.76%	17,472 $556,000
Q1 2023 Aug 14, 2023	BUY	$33.24 - $39.75 $4,420 - $5,286	133 Added 0.76%	17,605 $620,000
Q1 2023 May 15, 2023	SELL	$33.24 - $39.75 $201,234 - $240,646	-6,054 Reduced 25.59%	17,605 $620,000
Q4 2022 Feb 14, 2023	SELL	$36.51 - $43.72 $108,945 - $130,460	-2,984 Reduced 11.2%	23,659 $863,000
Q3 2022 Nov 14, 2022	SELL	$36.45 - $48.44 $248,005 - $329,585	-6,804 Reduced 20.34%	26,643 $1.13 Million
Q2 2022 Aug 11, 2022	SELL	$23.77 - $36.27 $7,606 - $11,606	-320 Reduced 0.95%	33,447 $1.18 Million
Q1 2022 May 16, 2022	SELL	$21.44 - $26.64 $109,880 - $136,530	-5,125 Reduced 13.18%	33,767 $879,000
Q4 2021 Feb 14, 2022	SELL	$22.76 - $25.71 $128,480 - $145,132	-5,645 Reduced 12.67%	38,892 $916,000
Q3 2021 Nov 15, 2021	SELL	$23.34 - $26.27 $537,006 - $604,420	-23,008 Reduced 34.06%	44,537 $1.11 Million
Q2 2021 Aug 13, 2021	SELL	$21.86 - $26.19 $30,450 - $36,482	-1,393 Reduced 2.02%	67,545 $1.59 Million
Q1 2021 May 14, 2021	SELL	$15.66 - $21.8 $101,351 - $141,089	-6,472 Reduced 8.58%	68,938 $1.5 Million
Q4 2020 Feb 17, 2021	BUY	$15.16 - $19.18 $124,069 - $156,969	8,184 Added 12.17%	75,410 $1.2 Million
Q3 2020 Nov 13, 2020	BUY	$13.15 - $16.29 $884,021 - $1.1 Million	67,226 New	67,226 $1.1 Million

595

102M

721K

995K

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $9.23B
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...

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