Delap Wealth Advisory’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,398	Closed	-$314K	–	200
2024 Q1	$314K	Buy	+6,398	New	+$314K	0.13%	147