INVST’s H&R Block HRB Stock Holding History

INVST’s Portfolio HRB Stock Details HRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$961K	Buy
2024 Q3	$1.14M	Sell
2024 Q2	$986K	Buy
2024 Q1	$821K	Buy
2021 Q4	–	Sell
2021 Q3	$383K	Buy
2021 Q2	$349K	Buy
2021 Q1	$266K	Buy