H&R Block shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in H&R Block
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Quarterly reported holdings in H&R Block by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57k | 1.1k | 50.57 |
| 2022-06-30 | $5.3M | 151k | 35.32 |
| 2022-03-31 | $3.9M | 151k | 26.04 |
| 2021-12-31 | $3.5M | 148k | 23.56 |
| 2021-09-30 | $3.5M | 139k | 25.00 |
| 2021-06-30 | $3.4M | 144k | 23.48 |
| 2021-03-31 | $3.0M | 140k | 21.80 |
| 2020-12-31 | $2.3M | 144k | 15.86 |
| 2020-09-30 | $2.5M | 156k | 16.29 |
| 2020-06-30 | $2.2M | 156k | 14.28 |
| 2020-03-31 | $2.2M | 153k | 14.08 |
| 2019-12-31 | $184k | 7.9k | 23.44 |