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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
6,199
+41
+0.7% +$2.25K 0.19% 70
2025
Q1
$338K Sell
6,158
-850
-12% -$46.7K 0.2% 68
2024
Q4
$370K Buy
+7,008
New +$370K 0.24% 68