Aviso Wealth Management’s H&R Block HRB Stock Holding History

Aviso Wealth Management’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
2025 Q2	$654K	Hold
2025 Q1	$654K	Hold
2024 Q4	$630K	Hold
2024 Q3	$757K	Sell
2024 Q2	$673K	Sell
2024 Q1	$616K	Buy
2023 Q4	$576K	Buy