A detailed history of Wealth Enhancement Advisory Services, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 25,972 shares of HRB stock, worth $1.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,972
Previous 25,641 1.29%
Holding current value
$1.45 Million
Previous $1.63 Million 15.78%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

BUY
$52.14 - $63.36 $17,258 - $20,972
331 Added 1.29%
25,972 $1.37 Million
Q3 2024

Oct 23, 2024

BUY
$52.99 - $66.6 $517,871 - $650,881
9,773 Added 61.59%
25,641 $1.63 Million
Q2 2024

Jul 16, 2024

BUY
$46.26 - $54.23 $257,714 - $302,115
5,571 Added 54.1%
15,868 $860,000
Q1 2024

Apr 15, 2024

BUY
$45.44 - $50.49 $8,179 - $9,088
180 Added 1.78%
10,297 $505,000
Q4 2023

Jan 30, 2024

BUY
$40.86 - $48.95 $103,866 - $124,430
2,542 Added 33.56%
10,117 $489,000
Q3 2023

Nov 13, 2023

BUY
$31.07 - $43.09 $235,355 - $326,406
7,575 New
7,575 $326,000

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 $8.85B
  • 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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