CWC Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$540K Buy
2025
Q2
$582K Buy
2025
Q1
$569K Buy
2024
Q4
$415K Sell
2024
Q3
$506K Buy