SIS
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Strategic Investment Solutions’s H&R Block HRB Stock Holding History

Strategic Investment Solutions’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 		$1.98K Hold
52
– – ﹤0.01% 591
2026
Q1 		$1.65K Hold
52
– – ﹤0.01% 569
2025
Q4 		$2.27K Hold
52
– – ﹤0.01% 530
2025
Q3 		$2.63K Hold
52
– – ﹤0.01% 500
2025
Q2 		$2.85K Hold
52
– – ﹤0.01% 478
2025
Q1 		$2.85K Hold
52
– – ﹤0.01% 491
2024
Q4 		$2.75K Hold
52
– – ﹤0.01% 511
2024
Q3 		$3.31K Buy
+52
New +$3.1K ﹤0.01% 468

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TA
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BCM
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RFG
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WCM
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TAM
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CWA
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YIH
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