Eads & Heald 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
2022
Q3
Sell
2022
Q2
$279K Sell
2022
Q1
$212K Buy
2021
Q4
Sell
2021
Q3
$204K Buy