SWIM
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Smallwood Wealth Investment Management’s H&R Block HRB Stock Holding History

Smallwood Wealth Investment Management’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
2026
Q2 		– Hold
0
– – – 517
2026
Q1 		– Hold
0
– – – 514
2025
Q4 		– Hold
0
– – – 503

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