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

Spire Wealth 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
2025 Q3	$26.3K	Sell
2025 Q2	$28.9K	Sell
2025 Q1	$29K	Sell
2024 Q4	$28.1K	Buy
2022 Q2	–	Sell
2022 Q1	$9K	Sell
2021 Q4	$8K	Buy
2021 Q3	$9K	Sell
2021 Q2	$10K	Buy
2021 Q1	$8K	Buy