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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$694K	Buy	12,649 +312	+3%	+$17.1K	0.11%	54
2025 Q1	$677K	Buy	12,337 +1,999	+19%	+$110K	0.13%	49
2024 Q4	$546K	Sell	10,338 -2,353	-19%	-$124K	0.1%	56
2024 Q3	$807K	Buy	+12,691	New	+$807K	0.14%	50
2017 Q3	$437K	Buy	+16,518	New	+$437K	0.27%	32