Robertson Stephens Wealth 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	$319K	Buy	5,780 +38	+0.7%	+$2.1K	0.01%	443
2025 Q1	$317K	Buy	5,742 +39	+0.7%	+$2.16K	0.01%	441
2024 Q4	$303K	Buy	5,703 +34	+0.6%	+$1.81K	0.01%	462
2024 Q3	$362K	Sell	5,669 -17	-0.3%	-$1.09K	0.01%	488
2024 Q2	$310K	Buy	+5,686	New	+$310K	0.02%	400