Darwin Wealth Management’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
$4.57K Buy
2025
Q2
$4.93K Sell
2025
Q1
$28.5K Hold
2024
Q4
$28.5K Hold
2024
Q3
$34.3K Buy
2020
Q2
Sell
2020
Q1
$7K Buy