Journey Strategic Wealth’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	$723K	Buy	13,171 +1,414	+12%	+$77.6K	0.02%	216
2025 Q1	$646K	Buy	11,757 +6,208	+112%	+$341K	0.02%	192
2024 Q4	$293K	Buy	+5,549	New	+$293K	0.01%	335