H&R Block shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in H&R Block
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Quarterly reported holdings in H&R Block by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 27k | 50.57 |
| 2025-06-30 | $1.4M | 26k | 54.89 |
| 2025-03-31 | $1.4M | 25k | 54.91 |
| 2024-12-31 | $1.2M | 22k | 52.84 |
| 2024-09-30 | $1.4M | 22k | 63.55 |
| 2024-06-30 | $1.3M | 24k | 54.23 |
| 2024-03-31 | $953k | 19k | 49.11 |
| 2023-12-31 | $837k | 17k | 48.37 |
| 2023-03-31 | $222k | 6.3k | 35.25 |
| 2022-12-31 | $204k | 5.6k | 36.51 |
| 2022-09-30 | $203k | 4.8k | 42.63 |
| 2018-09-30 | $15k | 580 | 25.86 |
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