Focus Partners Wealth
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Focus Partners Wealth’s H&R Block HRB Stock Holding History

Focus Partners Wealth’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Sell
19,135
-45
-0.2% -$2.47K ﹤0.01% 1114
2025
Q1 		$1.05M Sell
19,180
-4,525
-19% -$248K ﹤0.01% 1044
2024
Q4 		$1.25M Buy
23,705
+16,638
+235% +$879K ﹤0.01% 980
2024
Q3 		$449K Buy
+7,067
New +$449K ﹤0.01% 1170