Bartlett & Co 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	$553K	Hold	10,000	–	–	0.01%	317
2025 Q1	$553K	Hold	10,000	–	–	0.01%	317
2024 Q4	$532K	Hold	10,000	–	–	0.01%	317
2024 Q3	$639K	Hold	10,000	–	–	0.01%	306
2024 Q2	$546K	Hold	10,000	–	–	0.01%	313
2024 Q1	$494K	Hold	10,000	–	–	0.01%	328
2023 Q4	$493K	Hold	10,000	–	–	0.01%	353
2023 Q3	$434K	Hold	10,000	–	–	0.01%	353
2023 Q2	$322K	Hold	10,000	–	–	0.01%	395
2023 Q1	$355K	Hold	10,000	–	–	0.01%	320
2022 Q4	$368K	Sell	10,000 -3,200	-24%	-$118K	0.01%	316
2022 Q3	$565K	Hold	13,200	–	–	0.01%	265
2022 Q2	$470K	Hold	13,200	–	–	0.01%	288
2022 Q1	$347K	Hold	13,200	–	–	0.01%	333
2021 Q4	$315K	Hold	13,200	–	–	0.01%	346
2021 Q3	$334K	Hold	13,200	–	–	0.01%	298
2021 Q2	$314K	Hold	13,200	–	–	0.01%	300
2021 Q1	$291K	Hold	13,200	–	–	0.01%	303
2020 Q4	$213K	Hold	13,200	–	–	﹤0.01%	324
2020 Q3	$218K	Hold	13,200	–	–	0.01%	301
2020 Q2	$192K	Hold	13,200	–	–	0.01%	315
2020 Q1	$189K	Hold	13,200	–	–	0.01%	300
2019 Q4	$313K	Hold	13,200	–	–	0.01%	289
2019 Q3	$315K	Buy	+13,200	New	+$315K	0.01%	289