H&R Block shares owned by CI Private Wealth
Historical chart of CI Private Wealth investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in H&R Block by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 168k | 50.57 |
| 2025-06-30 | $9.1M | 166k | 55.00 |
| 2025-03-31 | $9.1M | 167k | 54.91 |
| 2024-12-31 | $8.4M | 158k | 52.84 |
| 2024-09-30 | $10M | 162k | 63.55 |
| 2024-06-30 | $13M | 247k | 54.23 |
| 2024-03-31 | $7.6M | 156k | 49.11 |
| 2023-12-31 | $7.5M | 156k | 48.37 |
| 2023-09-30 | $6.7M | 155k | 43.06 |
| 2023-06-30 | $4.9M | 155k | 31.87 |
| 2023-03-31 | $5.0M | 141k | 35.25 |
| 2022-12-31 | $5.1M | 140k | 36.51 |