A detailed history of Westshore Wealth, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Westshore Wealth, LLC holds 4,501 shares of HRB stock, worth $246,384. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,501
Holding current value
$246,384
% of portfolio
0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Westshore Wealth, LLC Portfolio

Follow Westshore Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westshore Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westshore Wealth, LLC with notifications on news.