Curio Wealth’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.72K Buy
86
+85
+8,500% +$4.67K ﹤0.01% 241
2025
Q1
$4.54K Sell
1
-85
-99% -$386K ﹤0.01% 270
2024
Q4
$4.54K Buy
+86
New +$4.54K ﹤0.01% 243