A detailed history of New Edge Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, New Edge Advisors, LLC holds 33,674 shares of HRB stock, worth $1.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,674
Previous 29,220 15.24%
Holding current value
$1.83 Million
Previous $1.58 Million 35.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$52.99 - $66.6 $236,017 - $296,636
4,454 Added 15.24%
33,674 $2.14 Million
Q2 2024

Aug 15, 2024

BUY
$46.26 - $54.23 $824,260 - $966,270
17,818 Added 156.27%
29,220 $1.58 Million
Q1 2024

May 14, 2024

SELL
$45.44 - $50.49 $36,715 - $40,795
-808 Reduced 6.62%
11,402 $559,000
Q4 2023

Feb 13, 2024

BUY
$40.86 - $48.95 $104,438 - $125,116
2,556 Added 26.48%
12,210 $590,000
Q3 2023

Nov 14, 2023

BUY
$31.07 - $43.09 $199,624 - $276,853
6,425 Added 198.98%
9,654 $415,000
Q2 2023

Aug 14, 2023

SELL
$28.87 - $35.45 $177,781 - $218,301
-6,158 Reduced 65.6%
3,229 $102,000
Q1 2023

May 12, 2023

SELL
$33.24 - $39.75 $205,124 - $245,297
-6,171 Reduced 39.66%
9,387 $330,000
Q4 2022

Feb 14, 2023

BUY
$36.51 - $43.72 $1,752 - $2,098
48 Added 0.31%
15,558 $568,000
Q3 2022

Nov 14, 2022

BUY
$36.45 - $48.44 $237,180 - $315,199
6,507 Added 72.28%
15,510 $660,000
Q2 2022

Aug 09, 2022

BUY
$23.77 - $36.27 $214,001 - $326,538
9,003 New
9,003 $318,000
Q1 2021

Apr 26, 2021

SELL
$15.66 - $21.8 $1.17 Million - $1.63 Million
-74,810 Closed
0 $0
Q4 2020

Jan 27, 2021

BUY
$15.16 - $19.18 $1.13 Million - $1.43 Million
74,810 New
74,810 $1.19 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 $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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