Wealthfront Advisers LLC H&R Block Inc Transaction History

Wealthfront Advisers LLC

$32.2 Billion
Q3 2024

A detailed history of Wealthfront Advisers LLC transactions in H&R Block Inc stock. As of the latest transaction made, Wealthfront Advisers LLC holds 19,634 shares of HRB stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,634

Previous 19,950 1.58%

Holding current value

$1.06 Million

Previous $1.08 Million 15.36%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$52.99 - $66.6 $16,744 - $21,045	-316 Reduced 1.58%	19,634 $1.25 Million
Q2 2024 Aug 14, 2024	SELL	$46.26 - $54.23 $39,228 - $45,987	-848 Reduced 4.08%	19,950 $1.08 Million
Q1 2024 Apr 19, 2024	SELL	$45.44 - $50.49 $26,536 - $29,486	-584 Reduced 2.73%	20,798 $1.02 Million
Q4 2023 Feb 09, 2024	SELL	$40.86 - $48.95 $28,602 - $34,265	-700 Reduced 3.17%	21,382 $1.03 Million
Q3 2023 Nov 01, 2023	SELL	$31.07 - $43.09 $10,750 - $14,909	-346 Reduced 1.54%	22,082 $950,000
Q2 2023 Aug 07, 2023	SELL	$28.87 - $35.45 $9,382 - $11,521	-325 Reduced 1.43%	22,428 $714,000
Q1 2023 Apr 28, 2023	SELL	$33.24 - $39.75 $19,844 - $23,730	-597 Reduced 2.56%	22,753 $802,000
Q4 2022 Feb 10, 2023	SELL	$36.51 - $43.72 $18,364 - $21,991	-503 Reduced 2.11%	23,350 $852,000
Q3 2022 Nov 14, 2022	SELL	$36.45 - $48.44 $11,044 - $14,677	-303 Reduced 1.25%	23,853 $1.02 Million
Q2 2022 Jul 20, 2022	SELL	$23.77 - $36.27 $11,385 - $17,373	-479 Reduced 1.94%	24,156 $853,000
Q1 2022 May 16, 2022	SELL	$21.44 - $26.64 $38,592 - $47,952	-1,800 Reduced 6.81%	24,635 $641,000
Q4 2021 Jan 21, 2022	SELL	$22.76 - $25.71 $16,819 - $18,999	-739 Reduced 2.72%	26,435 $622,000
Q3 2021 Nov 15, 2021	SELL	$23.34 - $26.27 $1,353 - $1,523	-58 Reduced 0.21%	27,174 $679,000
Q2 2021 Aug 16, 2021	SELL	$21.86 - $26.19 $5,880 - $7,045	-269 Reduced 0.98%	27,232 $639,000
Q1 2021 May 14, 2021	SELL	$15.66 - $21.8 $19,903 - $27,707	-1,271 Reduced 4.42%	27,501 $600,000
Q4 2020 Feb 16, 2021	SELL	$15.16 - $19.18 $260,206 - $329,205	-17,164 Reduced 37.37%	28,772 $456,000
Q3 2020 Nov 16, 2020	BUY	$13.15 - $16.29 $214,476 - $265,689	16,310 Added 55.05%	45,936 $748,000
Q2 2020 Aug 14, 2020	BUY	$11.94 - $19.76 $353,734 - $585,409	29,626 New	29,626 $423,000
Q3 2019 Oct 15, 2019	SELL	$23.33 - $29.12 $527,817 - $658,810	-22,624 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$24.33 - $29.3 $550,441 - $662,883	22,624 New	22,624 $663,000
Q1 2019 May 13, 2019	SELL	$23.53 - $25.91 $564,672 - $621,788	-23,998 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$23.63 - $28.73 $567,072 - $689,462	23,998 New	23,998 $609,000

Others Institutions Holding HRB

# of Institutions

595

Shares Held

102M

Call Options Held

721K

Put Options Held

995K

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.55B
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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Wealthfront Advisers LLC H&R Block Inc Transaction History