A detailed history of Abound Wealth Management transactions in H&R Block Inc stock. As of the latest transaction made, Abound Wealth Management holds 616 shares of HRB stock, worth $27,270. This represents 0.01% of its overall portfolio holdings.

Number of Shares
616
Previous 200 208.0%
Holding current value
$27,270
Previous $10.1 Million 165.43%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$44.27 - $52.59 $18,416 - $21,877
416 Added 208.0%
616 $26.8 Million
Q1 2024

Aug 08, 2024

SELL
$45.44 - $50.49 $45 - $50
-1 Reduced 0.5%
200 $9.82 Million
Q4 2023

Aug 08, 2024

BUY
$40.86 - $48.95 $40 - $48
1 Added 0.5%
201 $9.71 Million
Q3 2023

Aug 08, 2024

BUY
$31.07 - $43.09 $1,553 - $2,154
50 Added 33.33%
200 $8.61 Million
Q1 2023

Aug 07, 2024

BUY
$33.24 - $39.75 $4,986 - $5,962
150 New
150 $5.29 Million

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 $7.02B
  • 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 Abound Wealth Management Portfolio

Follow Abound Wealth Management 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 Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.