Fifth Third Wealth 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	$248K	Sell	4,522 -60	-1%	-$3.29K	0.01%	611
2025 Q1	$252K	Buy	4,582 +91	+2%	+$5K	0.01%	565
2024 Q4	$237K	Sell	4,491 -48	-1%	-$2.54K	0.01%	612
2024 Q3	$288K	Sell	4,539 -205	-4%	-$13K	0.02%	489
2024 Q2	$257K	Buy	+4,744	New	+$257K	0.02%	476