FULLERTHALER BEHAVIORAL SMALL CAP EQUITY HRB Holdings History
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's H&R Block Inc Holding Summary
As of 2025-03-31, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY held 4.39 Mil shares of H&R Block Inc(HRB), totaling $241.16 Mil. This investment constitutes 2.59% of their stock portfolio, and FULLERTHALER BEHAVIORAL SMALL CAP EQUITY now holds 3.28% of the outstanding H&R Block Inc(HRB) stock.
The initial trade took place in 2020Q3. And since then FULLERTHALER BEHAVIORAL SMALL CAP EQUITY has made 7 purchases of HRB, at an average price of $32.72, for a total of 6.79 Mil shares. In addition, there have been 6 sales at an average price of $34.78 for 2.40 Mil shares. Based on historical transaction data and HRB's current price of $56.64, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's estimated gain on his HRB holdings is $109.98 Mil, reflecting a 49.48% gain to date.
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY HRB ($56.64) Holding Chart
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY HRB ($56.64) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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