Logan Capital Management’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	$3.55K	Buy	65 +1	+2%	+$55	﹤0.01%	384
2025 Q1	$3.53K	Hold	64	–	–	﹤0.01%	470
2024 Q4	$3.38K	Buy	+64	New	+$3.38K	﹤0.01%	444