A detailed history of 1620 Investment Advisors, Inc. transactions in H&R Block Inc stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 4,504 shares of HRB stock, worth $244,522. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,504
Previous 8,425 46.54%
Holding current value
$244,522
Previous $456,000 37.28%
% of portfolio
0.23%
Previous 0.38%

Shares

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

Oct 25, 2024

SELL
$52.99 - $66.6 $207,773 - $261,138
-3,921 Reduced 46.54%
4,504 $286,000
Q1 2024

May 13, 2024

SELL
$45.44 - $50.49 $58,708 - $65,233
-1,292 Reduced 13.3%
8,425 $413,000
Q4 2023

Feb 09, 2024

BUY
$40.86 - $48.95 $397,036 - $475,647
9,717 New
9,717 $470,000
Q2 2023

Aug 14, 2023

BUY
$28.87 - $35.45 $295,599 - $362,972
10,239 New
10,239 $326,000
Q4 2022

Feb 13, 2023

SELL
$36.51 - $43.72 $438 - $524
-12 Reduced 0.12%
10,199 $372,000
Q3 2022

Nov 14, 2022

SELL
$36.45 - $48.44 $38,381 - $51,007
-1,053 Reduced 9.35%
10,211 $434,000
Q2 2022

Aug 09, 2022

BUY
$23.77 - $36.27 $22,011 - $33,586
926 Added 8.96%
11,264 $398,000
Q4 2021

May 16, 2022

BUY
$22.76 - $25.71 $235,292 - $265,789
10,338 New
10,338 $244,000

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 $8.61B
  • 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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