Prossimo 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	$223K	Sell	4,070 -201	-5%	-$11K	0.18%	121
2025 Q1	$235K	Buy	4,271 +34	+0.8%	+$1.87K	0.18%	120
2024 Q4	$224K	Buy	4,237 +687	+19%	+$36.3K	0.16%	130
2024 Q3	$226K	Buy	+3,550	New	+$226K	0.17%	134