Corient IA’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	$220K	Hold	4,000	–	–	0.13%	280
2025 Q1	$220K	Buy	+4,000	New	+$220K	0.16%	260