&Partners’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	$721K	Buy	13,133 +325	+3%	+$17.8K	0.01%	1153
2025 Q1	$693K	Buy	12,808 +14	+0.1%	+$758	0.01%	984
2024 Q4	$689K	Buy	12,794 +6,797	+113%	+$366K	0.01%	923
2024 Q3	$381K	Buy	+5,997	New	+$381K	0.01%	990