LGT Group Foundation’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	$1.55M	Sell	28,289 -11,032	-28%	-$606K	0.02%	178
2025 Q1	$2.16M	Buy	39,321 +14,713	+60%	+$808K	0.03%	167
2024 Q4	$1.3M	Sell	24,608 -251	-1%	-$13.3K	0.02%	191
2024 Q3	$1.56M	Buy	+24,859	New	+$1.56M	0.03%	191