MLA
My Legacy Advisors’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
5,166
-70
| -1% | -$3.97K | 0.1% | 176 |
|
|
2025
Q1 | $288K | Buy |
5,236
+112
| +2% | +$6.15K | 0.11% | 178 |
|
|
2024
Q4 | $284K | Buy |
5,124
+359
| +8% | +$19.9K | 0.11% | 175 |
|
|
2024
Q3 | $303K | Sell |
4,765
-960
| -17% | -$61K | 0.12% | 175 |
|
|
2024
Q2 | $310K | Buy |
5,725
+695
| +14% | +$37.7K | 0.1% | 186 |
|
|
2024
Q1 | $247K | Buy |
+5,030
| New | +$247K | 0.08% | 201 |
|