Empirical 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 Q1	–	Sell	-3,853	Closed	-$204K	–	671
2024 Q4	$204K	Buy	+3,853	New	+$204K	0.01%	574
2024 Q3	–	Sell	-3,718	Closed	-$202K	–	581
2024 Q2	$202K	Buy	+3,718	New	+$202K	0.01%	533