A detailed history of Wedmont Private Capital transactions in H&R Block Inc stock. As of the latest transaction made, Wedmont Private Capital holds 9,507 shares of HRB stock, worth $516,135. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,507
Previous 8,929 6.47%
Holding current value
$516,135
Previous $484,000 24.79%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024

BUY
$52.99 - $66.6 $30,628 - $38,494
578 Added 6.47%
9,507 $604,000
Q2 2024

Jul 15, 2024

BUY
$46.26 - $54.23 $29,560 - $34,652
639 Added 7.71%
8,929 $484,000
Q1 2024

Apr 10, 2024

SELL
$45.44 - $50.49 $185,440 - $206,049
-4,081 Reduced 32.99%
8,290 $407,000
Q4 2023

Jan 09, 2024

BUY
$40.86 - $48.95 $505,479 - $605,560
12,371 New
12,371 $598,000

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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