Boston Trust Walden’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	$47.5M	Buy	864,851 +129,094	+18%	+$7.09M	0.34%	121
2025 Q1	$40.4M	Buy	735,757 +252,185	+52%	+$13.8M	0.3%	136
2024 Q4	$25.6M	Buy	+483,572	New	+$25.6M	0.18%	168