Avior 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 Q1	–	Sell	-362	Closed	-$19.1K	–	1457
2024 Q4	$19.1K	Buy	362 +282	+353%	+$14.9K	﹤0.01%	1423
2024 Q3	$5.08K	Buy	80 +57	+248%	+$3.62K	﹤0.01%	1775
2024 Q2	$1.25K	Hold	23	–	–	﹤0.01%	2005
2024 Q1	$1.13K	Buy	+23	New	+$1.13K	﹤0.01%	2380