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

Axxcess Wealth Management’s Portfolio HRB Stock Details HRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,846
Closed -$203K – 892
2024
Q4 		$203K Buy
3,846
+274
+8% +$14.5K ﹤0.01% 814
2024
Q3 		$227K Buy
+3,572
New +$227K 0.01% 799