H&R Block shares owned by My Legacy Advisors
Historical chart of My Legacy Advisors investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in H&R Block by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $293k | 5.2k | 56.76 |
| 2025-03-31 | $288k | 5.2k | 54.91 |
| 2024-12-31 | $284k | 5.1k | 55.49 |
| 2024-09-30 | $303k | 4.8k | 63.55 |
| 2024-06-30 | $311k | 5.7k | 54.23 |
| 2024-03-31 | $247k | 5.0k | 49.11 |