Annis Gardner Whiting Capital Advisors’s H&R Block HRB Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$255K	Buy
2025 Q2	$80.7K	Sell
2025 Q1	$125K	Buy
2024 Q4	$3.72K	Buy
2024 Q3	$2.88K	Hold
2024 Q2	$2.46K	Hold
2024 Q1	$2.23K	Hold
2023 Q4	$2.19K	Hold
2023 Q3	$1.95K	Buy