BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,297 Value ($000) $623 Avg Close $46.41 Range $40.97 - $52.38
Q3 2025
Shares 10,987 Value ($000) $556 Avg Close $52.02 Range $46.15 - $56.52
Q2 2025
Shares 9,387 Value ($000) $515 Avg Close $56.45 Range $51.66 - $63.05
Q1 2025
Shares 9,413 Value ($000) $517 Avg Close $51.92 Range $47.97 - $55.75
Q4 2024
Shares 10,048 Value ($000) $531 Avg Close $56.67 Range $49.81 - $61.43
Q3 2024
Shares 10,245 Value ($000) $651 Avg Close $57.15 Range $50.05 - $65.51
Q2 2024
Shares 11,557 Value ($000) $627 Avg Close $47.43 Range $43.63 - $52.13
Q1 2024
Shares 12,180 Value ($000) $598 Avg Close $44.98 Range $39.95 - $50.32
Q4 2023
Shares 16,703 Value ($000) $797 Avg Close $41.91 Range $36.78 - $46.33
Q3 2023
Shares 20,760 Value ($000) $894 Avg Close $34.45 Range $28.53 - $41.18
Q2 2023
Shares 14,735 Value ($000) $470 Avg Close $29.86 Range $26.58 - $32.73
Q1 2023
Shares 16,436 Value ($000) $579 Avg Close $33.91 Range $30.34 - $36.77
Q4 2022
Shares 21,584 Value ($000) $788 Avg Close $36.99 Range $32.77 - $39.98
Q3 2022
Shares 17,075 Value ($000) $726 Avg Close $38.26 Range $31.66 - $44.00
Q2 2022
Shares 21,100 Value ($000) $745 Avg Close $27.71 Range $21.18 - $32.98
Q1 2022
Shares 19,622 Value ($000) $511 Avg Close $21.58 Range $18.68 - $24.04
Q4 2021
Shares 31,202 Value ($000) $735 Avg Close $21.32 Range $19.77 - $22.62
Q3 2021
Shares 16,942 Value ($000) $424 Avg Close $21.66 Range $20.05 - $22.99
Q2 2021
Shares 14,543 Value ($000) $341 Avg Close $20.32 Range $18.57 - $22.49
Q2 2020
Shares 45,236 Value ($000) $646 Avg Close $12.75 Range $9.56 - $15.97