Wbi Investments, Inc. H&R Block Inc Transaction History

Wbi Investments, Inc.

$364 Million
Q3 2025

A detailed history of Wbi Investments, Inc. transactions in H&R Block Inc stock. As of the latest transaction made, Wbi Investments, Inc. holds 12,122 shares of HRB stock, worth $536,640. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,122

Previous 18,957 36.06%

Holding current value

$536,640

Previous $1.04 Million 41.06%

% of portfolio

0.17%

Previous 0.29%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 20, 2025	SELL	$49.28 - $56.76 $336,828 - $387,954	-6,835 Reduced 36.06%	12,122 $613,000
Q2 2025 Aug 11, 2025	BUY	$54.32 - $63.04 $1.03 Million - $1.2 Million	18,957 New	18,957 $1.04 Million
Q3 2024 Nov 12, 2024	BUY	$52.99 - $66.6 $336,168 - $422,510	6,344 New	6,344 $403,000
Q3 2023 Nov 09, 2023	BUY	$31.07 - $43.09 $2.58 Million - $3.57 Million	82,948 New	82,948 $3.57 Million
Q2 2022 Jul 25, 2022	BUY	$23.77 - $36.27 $1.67 Million - $2.54 Million	70,123 New	70,123 $2.38 Million

Q1 2022 May 02, 2022	SELL	$21.44 - $26.64 $752,887 - $935,490	-35,116 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$22.76 - $25.71 $214,877 - $242,728	-9,441 Reduced 21.19%	35,116 $827,000
Q3 2021 Nov 09, 2021	BUY	$23.34 - $26.27 $1.04 Million - $1.17 Million	44,557 New	44,557 $1.11 Million
Q2 2021 Aug 09, 2021	SELL	$21.86 - $26.19 $1.5 Million - $1.8 Million	-68,780 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$15.66 - $21.8 $236,967 - $329,877	15,132 Added 28.21%	68,780 $1.5 Million
Q4 2020 Feb 04, 2021	BUY	$15.16 - $19.18 $813,303 - $1.03 Million	53,648 New	53,648 $851,000
Q3 2020 Nov 06, 2020	SELL	$13.15 - $16.29 $924,247 - $1.14 Million	-70,285 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$11.94 - $19.76 $69,956 - $115,773	-5,859 Reduced 7.69%	70,285 $1 Million
Q1 2020 May 08, 2020	BUY	$12.38 - $24.97 $256,773 - $517,902	20,741 Added 37.44%	76,144 $1.07 Million
Q4 2019 Feb 10, 2020	BUY	$23.02 - $25.18 $308,329 - $337,260	13,394 Added 31.88%	55,403 $1.3 Million
Q3 2019 Oct 29, 2019	SELL	$23.33 - $29.12 $1.76 Million - $2.2 Million	-75,402 Reduced 64.22%	42,009 $992,000
Q2 2019 Jul 23, 2019	BUY	$24.33 - $29.3 $1.45 Million - $1.74 Million	59,481 Added 102.68%	117,411 $3.44 Million
Q1 2019 May 08, 2019	SELL	$23.53 - $25.91 $493,494 - $543,410	-20,973 Reduced 26.58%	57,930 $1.39 Million
Q4 2018 Feb 11, 2019	SELL	$23.63 - $28.73 $1.8 Million - $2.19 Million	-76,088 Reduced 49.09%	78,903 $2 Million
Q3 2018 Oct 31, 2018	BUY	$23.28 - $27.33 $3.01 Million - $3.53 Million	129,099 Added 498.61%	154,991 $3.99 Million
Q2 2018 Aug 09, 2018	SELL	$22.5 - $29.6 $493,830 - $649,660	-21,948 Reduced 45.88%	25,892 $590,000
Q1 2018 May 10, 2018	BUY	$24.47 - $28.73 $342,580 - $402,220	14,000 Added 41.37%	47,840 $1.22 Million
Q4 2017 Feb 08, 2018	BUY	$23.86 - $28.99 $476,508 - $578,959	19,971 Added 144.0%	33,840 $887,000
Q3 2017 Nov 13, 2017	SELL	$25.69 - $31.49 $20.8 Million - $25.4 Million	-807,941 Reduced 98.31%	13,869 $367,000
Q2 2017 Aug 10, 2017	BUY	N/A	821,810	821,810 $25.4 Million

Others Institutions Holding HRB

# of Institutions

624

Shares Held

105M

Call Options Held

217K

Put Options Held

240K

View Full List

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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Wbi Investments, Inc. H&R Block Inc Transaction History