A detailed history of Westshore Wealth, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Westshore Wealth, LLC holds 4,174 shares of HRB stock, worth $228,401. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,174
Previous 4,320 3.38%
Holding current value
$228,401
Previous $234,000 13.25%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$52.99 - $66.6 $7,736 - $9,723
-146 Reduced 3.38%
4,174 $265,000
Q2 2024

Oct 31, 2024

SELL
$46.26 - $54.23 $3,839 - $4,501
-83 Reduced 1.89%
4,320 $234,000
Q1 2024

Oct 31, 2024

SELL
$45.44 - $50.49 $4,453 - $4,948
-98 Reduced 2.18%
4,403 $216,000
Q4 2023

Feb 15, 2024

BUY
$40.86 - $48.95 $183,910 - $220,323
4,501 New
4,501 $217,000
Q3 2022

Nov 02, 2022

BUY
$36.45 - $48.44 $172,408 - $229,121
4,730 New
4,730 $201,000

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 $8.68B
  • 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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