Cahill Financial Advisors’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	$212K	Sell	3,854 -916	-19%	-$50.3K	0.03%	267
2025 Q1	$262K	Buy	4,770 +415	+10%	+$22.8K	0.04%	231
2024 Q4	$230K	Buy	+4,355	New	+$230K	0.03%	244
2021 Q4	–	Sell	-756	Closed	-$19K	–	458
2021 Q3	$19K	Buy	+756	New	+$19K	﹤0.01%	459