A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 5,045 shares of HRB stock, worth $223,342. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,045
Previous 1,470 243.2%
Holding current value
$223,342
Previous $80.7 Million 216.1%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$49.28 - $56.76 $176,176 - $202,917
3,575 Added 243.2%
5,045 $255 Million
Q2 2025

Aug 11, 2025

SELL
$54.32 - $63.04 $43,456 - $50,432
-800 Reduced 35.24%
1,470 $80.7 Million
Q1 2025

May 09, 2025

BUY
$49.96 - $55.97 $109,912 - $123,134
2,200 Added 3142.86%
2,270 $125 Million
Q4 2024

Feb 12, 2025

BUY
$52.14 - $63.36 $1,303 - $1,584
25 Added 55.56%
70 $3.72 Million
Q3 2023

Nov 08, 2023

BUY
$31.07 - $43.09 $1,398 - $1,939
45 New
45 $1.95 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
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