H&R Block shares owned by NewEdge Wealth
Historical chart of NewEdge Wealth investment in H&R Block
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All positions including H&R Block held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in H&R Block by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $55M | 1.1M | 48.37 |
| 2023-09-30 | $43M | 1.0M | 43.06 |
| 2023-06-30 | $26M | 820k | 31.87 |
| 2023-03-31 | $27M | 776k | 35.25 |
| 2022-12-31 | $26M | 716k | 36.51 |
| 2022-09-30 | $29M | 676k | 42.54 |
| 2022-06-30 | $22M | 610k | 35.32 |
| 2022-03-31 | $15M | 585k | 26.04 |
| 2021-12-31 | $11M | 486k | 23.56 |
| 2021-09-30 | $9.4M | 375k | 25.00 |
| 2021-06-30 | $5.9M | 253k | 23.48 |