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

Dogwood Wealth Management’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85K Buy
180
+109
+154% +$3.8K ﹤0.01% 456
2026
Q1 		$2.25K Buy
+71
New +$2.47K ﹤0.01% 624
2025
Q3 		– Sell
-108
Closed -$5.71K – 739
2025
Q2 		$5.97K Buy
+108
New +$6.24K ﹤0.01% 389

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TA
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BCM
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Wealth Enhancement Advisory Services
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RFG
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WCM
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TAM
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CWA
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return