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

CWC Advisors’s Portfolio HRB Stock Details HRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$582K Buy
10,610
+251
+2% +$13.8K 0.3% 72
2025
Q1 		$569K Buy
10,359
+2,507
+32% +$138K 0.32% 71
2024
Q4 		$415K Sell
7,852
-111
-1% -$5.87K 0.41% 68
2024
Q3 		$506K Buy
+7,963
New +$506K 0.5% 57