A detailed history of Kingsview Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,667 shares of HRB stock, worth $307,661. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,667
Previous 5,257 7.8%
Holding current value
$307,661
Previous $285,000 26.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$52.99 - $66.6 $21,725 - $27,305
410 Added 7.8%
5,667 $360,000
Q2 2024

Aug 14, 2024

SELL
$46.26 - $54.23 $57,825 - $67,787
-1,250 Reduced 19.21%
5,257 $285,000
Q1 2024

May 09, 2024

SELL
$45.44 - $50.49 $14,131 - $15,702
-311 Reduced 4.56%
6,507 $319,000
Q3 2023

Nov 07, 2023

SELL
$31.07 - $43.09 $39,396 - $54,638
-1,268 Reduced 15.68%
6,818 $293,000
Q2 2023

Aug 10, 2023

SELL
$28.87 - $35.45 $20,006 - $24,566
-693 Reduced 7.89%
8,086 $257,000
Q1 2023

May 15, 2023

SELL
$33.24 - $39.75 $848,949 - $1.02 Million
-25,540 Reduced 74.42%
8,779 $309,000
Q4 2022

Feb 13, 2023

SELL
$36.51 - $43.72 $289,122 - $346,218
-7,919 Reduced 18.75%
34,319 $1.25 Million
Q3 2022

Nov 14, 2022

BUY
$36.45 - $48.44 $1.2 Million - $1.59 Million
32,867 Added 350.73%
42,238 $1.8 Million
Q2 2022

Aug 16, 2022

SELL
$23.77 - $36.27 $520,301 - $793,914
-21,889 Reduced 70.02%
9,371 $331,000
Q1 2022

Feb 08, 2024

BUY
$21.44 - $26.64 $518,826 - $644,661
24,199 Added 354.93%
31,017 $807,000
Q4 2021

Feb 17, 2022

SELL
$22.76 - $25.71 $1.06 Million - $1.2 Million
-46,557 Reduced 59.83%
31,260 $736,000
Q3 2021

Dec 03, 2021

BUY
$23.34 - $26.27 $1.53 Million - $1.72 Million
65,350 Added 524.18%
77,817 $1.95 Million
Q1 2021

May 24, 2021

BUY
$15.66 - $21.8 $27,405 - $38,150
1,750 Added 16.33%
12,467 $278,000
Q4 2020

Feb 16, 2021

SELL
$15.16 - $19.18 $132,892 - $168,131
-8,766 Reduced 44.99%
10,717 $170,000
Q3 2020

Nov 19, 2020

BUY
$13.15 - $16.29 $256,201 - $317,378
19,483 New
19,483 $317,000

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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