Everett Harris & Co’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	$274K	Hold	5,000	–	–	﹤0.01%	282
2025 Q1	$275K	Hold	5,000	–	–	﹤0.01%	276
2024 Q4	$264K	Buy	+5,000	New	+$264K	﹤0.01%	258