A detailed history of Cwm, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Cwm, LLC holds 29,260 shares of HRB stock, worth $1.59 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,260
Previous 16,319 79.3%
Holding current value
$1.59 Million
Previous $885,000 110.06%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$52.99 - $66.6 $685,743 - $861,870
12,941 Added 79.3%
29,260 $1.86 Million
Q2 2024

Jul 09, 2024

BUY
$46.26 - $54.23 $551,280 - $646,258
11,917 Added 270.72%
16,319 $885,000
Q1 2024

Apr 05, 2024

SELL
$45.44 - $50.49 $48,575 - $53,973
-1,069 Reduced 19.54%
4,402 $216,000
Q4 2023

Feb 01, 2024

BUY
$40.86 - $48.95 $48,623 - $58,250
1,190 Added 27.8%
5,471 $265,000
Q3 2023

Oct 11, 2023

BUY
$31.07 - $43.09 $71,367 - $98,977
2,297 Added 115.78%
4,281 $184,000
Q2 2023

Aug 03, 2023

BUY
$28.87 - $35.45 $26,185 - $32,153
907 Added 84.22%
1,984 $63,000
Q1 2023

Apr 28, 2023

SELL
$33.24 - $39.75 $8,509 - $10,176
-256 Reduced 19.2%
1,077 $38,000
Q4 2022

Feb 01, 2023

SELL
$36.51 - $43.72 $3,651 - $4,372
-100 Reduced 6.98%
1,333 $49,000
Q3 2022

Oct 27, 2022

BUY
$36.45 - $48.44 $24,858 - $33,036
682 Added 90.81%
1,433 $61,000
Q2 2022

Jul 28, 2022

BUY
$23.77 - $36.27 $14,238 - $21,725
599 Added 394.08%
751 $27,000
Q1 2022

Apr 21, 2022

SELL
$21.44 - $26.64 $1,372 - $1,704
-64 Reduced 29.63%
152 $4,000
Q4 2021

Jan 31, 2022

BUY
$22.76 - $25.71 $1,024 - $1,156
45 Added 26.32%
216 $5,000
Q1 2021

Sep 15, 2021

BUY
$15.66 - $21.8 $422 - $588
27 Added 18.75%
171 $4,000
Q1 2021

Apr 27, 2021

SELL
$15.66 - $21.8 $422 - $588
-27 Reduced 15.79%
144 $3,000
Q4 2020

Sep 15, 2021

SELL
$15.16 - $19.18 $1,212 - $1,534
-80 Reduced 31.87%
171 $4,000
Q4 2020

Jan 27, 2021

BUY
$15.16 - $19.18 $1,212 - $1,534
80 Added 46.78%
251 $4,000
Q3 2020

Sep 15, 2021

SELL
$13.15 - $16.29 $14,557 - $18,033
-1,107 Reduced 86.62%
171 $4,000
Q3 2020

Oct 19, 2020

BUY
$13.15 - $16.29 $14,557 - $18,033
1,107 Added 647.37%
1,278 $21,000
Q2 2020

Sep 15, 2021

SELL
$11.94 - $19.76 $8,560 - $14,167
-717 Reduced 80.74%
171 $4,000
Q2 2020

Jul 22, 2020

BUY
$11.94 - $19.76 $8,560 - $14,167
717 Added 419.3%
888 $13,000
Q1 2020

Sep 15, 2021

SELL
$12.38 - $24.97 $9,247 - $18,652
-747 Reduced 81.37%
171 $4,000
Q1 2020

Apr 28, 2020

BUY
$12.38 - $24.97 $9,247 - $18,652
747 Added 436.84%
918 $13,000
Q4 2019

Sep 14, 2021

SELL
$23.02 - $25.18 $3,061 - $3,348
-133 Reduced 43.75%
171 $4,000
Q4 2019

Jan 27, 2020

BUY
$23.02 - $25.18 $3,061 - $3,348
133 Added 77.78%
304 $7,000
Q3 2019

Sep 14, 2021

SELL
$23.33 - $29.12 $16,610 - $20,733
-712 Reduced 80.63%
171 $4,000
Q3 2019

Oct 22, 2019

BUY
$23.33 - $29.12 $16,610 - $20,733
712 Added 416.37%
883 $21,000
Q2 2019

Sep 14, 2021

BUY
$24.33 - $29.3 $3,089 - $3,721
127 Added 288.64%
171 $4,000
Q2 2019

Jul 31, 2019

SELL
$24.33 - $29.3 $3,089 - $3,721
-127 Reduced 74.27%
44 $1,000
Q1 2019

Sep 02, 2021

BUY
$23.53 - $25.91 $2,988 - $3,290
127 Added 288.64%
171 $0
Q1 2019

Apr 22, 2019

SELL
$23.53 - $25.91 $376 - $414
-16 Reduced 26.67%
44 $1,000
Q4 2018

Jan 25, 2019

SELL
$23.63 - $28.73 $2,126 - $2,585
-90 Reduced 60.0%
60 $2,000
Q1 2018

Apr 26, 2018

SELL
$24.47 - $28.73 $2,373 - $2,786
-97 Reduced 39.27%
150 $4,000
Q4 2017

Jan 16, 2018

BUY
$23.86 - $28.99 $2,314 - $2,812
97 Added 64.67%
247 $6,000
Q3 2017

Oct 16, 2017

BUY
$25.69 - $31.49 $3,853 - $4,723
150
150 $4,000

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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