APW
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Aventura Private Wealth’s H&R Block HRB Stock Holding History

Aventura Private Wealth’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$990 Hold
26
– – ﹤0.01% 891
2026
Q1 		$825 Hold
26
– – ﹤0.01% 814
2025
Q4 		$1.13K Hold
26
– – ﹤0.01% 736
2025
Q3 		$1.31K Hold
26
– – ﹤0.01% 710
2025
Q2 		$1.43K Sell
26
-24
-48% -$1.39K ﹤0.01% 658
2025
Q1 		$2.75K Hold
50
– – ﹤0.01% 579
2024
Q4 		$2.64K Buy
+50
New +$2.94K ﹤0.01% 557

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