Lindenwold 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	$295K	Sell	5,367 -243	-4%	-$13.3K	0.15%	84
2025 Q1	$308K	Sell	5,610 -1,375	-20%	-$75.5K	0.17%	78
2024 Q4	$369K	Buy	6,985 +1,462	+26%	+$77.3K	0.2%	79
2024 Q3	$351K	Buy	+5,523	New	+$351K	0.18%	86