J.W. Cole 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	$302K	Buy	5,511 +1,304	+31%	+$71.6K	0.01%	1140
2025 Q1	$231K	Buy	+4,207	New	+$231K	0.01%	1083