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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.17K Hold
167
﹤0.01% 299
2025
Q1
$9.17K Hold
167
﹤0.01% 281
2024
Q4
$8.82K Hold
167
﹤0.01% 313
2024
Q3
$10.6K Buy
+167
New +$10.6K ﹤0.01% 299
2024
Q1
$8.2K Hold
167
﹤0.01% 359
2023
Q4
$8K Buy
+167
New +$8K ﹤0.01% 351