H&R Block shares owned by CWM
Historical chart of CWM investment in H&R Block
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All positions including H&R Block held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in H&R Block by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 45k | 50.58 |
| 2025-06-30 | $832k | 15k | 54.88 |
| 2025-03-31 | $822k | 15k | 54.94 |
| 2024-12-31 | $1.1M | 21k | 52.82 |
| 2024-09-30 | $1.9M | 29k | 63.53 |
| 2024-06-30 | $885k | 16k | 54.23 |
| 2024-03-31 | $216k | 4.4k | 49.07 |
| 2023-12-31 | $265k | 5.5k | 48.44 |
| 2023-09-30 | $184k | 4.3k | 42.98 |
| 2023-06-30 | $63k | 2.0k | 31.75 |
| 2023-03-31 | $38k | 1.1k | 35.28 |
| 2022-12-31 | $49k | 1.3k | 36.76 |
| 2022-09-30 | $61k | 1.4k | 42.57 |
| 2022-06-30 | $27k | 751 | 35.95 |
| 2022-03-31 | $4.0k | 152 | 26.32 |
| 2021-12-31 | $5.0k | 216 | 23.15 |
| 2021-06-30 | $4.0k | 171 | 23.39 |
| 2021-03-31 | $4.0k | 171 | 23.39 |
| 2020-12-31 | $4.0k | 171 | 23.39 |
| 2020-09-30 | $4.0k | 171 | 23.39 |
| 2020-06-30 | $4.0k | 171 | 23.39 |
| 2020-03-31 | $13k | 918 | 14.16 |
| 2019-12-31 | $7.0k | 304 | 23.03 |
| 2019-09-30 | $4.0k | 171 | 23.39 |
| 2019-06-30 | $1.0k | 44 | 22.73 |
| 2019-03-31 | $1.0k | 44 | 22.73 |
| 2018-12-31 | $2.0k | 60 | 33.33 |
| 2018-09-30 | $4.0k | 150 | 26.67 |
| 2018-06-30 | $3.0k | 150 | 20.00 |
| 2018-03-31 | $4.0k | 150 | 26.67 |
| 2017-12-31 | $6.0k | 247 | 24.29 |
| 2017-09-30 | $4.0k | 150 | 26.67 |
| 2017-06-30 | $5.0k | 150 | 33.33 |
| 2017-03-31 | $3.0k | 150 | 20.00 |
| 2016-12-31 | $86k | 3.8k | 22.93 |