Cherry Tree Wealth Management, LLC's ownership history for HRB


Cherry Tree Wealth Management, LLC currently holds 358 shares with a market value of $18.1K. It started holding HRB on 2024-09-30. At its peak, it held 523 shares on 2025-03-31. Its highest holding value was $28.7K on 2025-03-31. At its lowest, it held 358 shares on 2025-09-30, with a value of $18.1K on 2025-09-30. In the recent 180 days, Cherry Tree Wealth Management, LLC has decreased its shares by 165. In the recent year, Cherry Tree Wealth Management, LLC has decreased its shares by 91.


Cherry Tree Wealth Management, LLC's ownership history for HRB