HWP
HRB icon

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

Highline Wealth Partners’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 		$10.3K Hold
271
– – ﹤0.01% 583
2026
Q1 		$8.6K Buy
+271
New +$9.44K ﹤0.01% 515
2025
Q4 		– Sell
-6
Closed -$303 – 1121
2025
Q3 		$303 Hold
6
– – ﹤0.01% 1039
2025
Q2 		$329 Hold
6
– – ﹤0.01% 834
2025
Q1 		$329 Buy
+6
New +$321 ﹤0.01% 894

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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
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