Gries Financial’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 Q4	–	Sell	-3,664	Closed	-$233K	–	290
2024 Q3	$233K	Sell	3,664 -94	-3%	-$5.97K	0.04%	236
2024 Q2	$204K	Buy	+3,758	New	+$204K	0.04%	236