Bay Harbor 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	$496	Buy	9 +6	+200%	+$331	﹤0.01%	647
2025 Q1	$165	Buy	+3	New	+$165	﹤0.01%	740