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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.34K	Hold
2025 Q1	$4.34K	Hold
2024 Q4	$4.21K	Sell
2024 Q3	$9.38K	Buy