Laurel Wealth Advisors (North Carolina)’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
Q1
Sell
-75
Closed -$3.96K 714
2024
Q4
$3.96K Hold
75
﹤0.01% 578
2024
Q3
$4.77K Buy
+75
New +$4.77K ﹤0.01% 518