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Legacy Wealth Management (Idaho)’s H&R Block HRB Stock Holding History

Legacy Wealth Management (Idaho)’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 		$4.34K Hold
79
– – ﹤0.01% 408
2025
Q1 		$4.34K Hold
79
– – ﹤0.01% 427
2024
Q4 		$4.21K Sell
79
-79
-50% -$4.21K ﹤0.01% 401
2024
Q3 		$9.38K Buy
+158
New +$9.38K 0.01% 320