Tarbox Family Office’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-27	Closed	-$1K	–	516
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	960
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1009
2021 Q3	$1K	Sell	27 -2	-7%	-$74	﹤0.01%	1057
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	1056
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	1033
2020 Q4	$0	Sell	29 -8	-22%	–	﹤0.01%	1163
2020 Q3	$1K	Sell	37 -193	-84%	-$5.22K	﹤0.01%	978
2020 Q2	$3K	Sell	230 -154	-40%	-$2.01K	﹤0.01%	625
2020 Q1	$5K	Buy	384 +120	+45%	+$1.56K	﹤0.01%	420
2019 Q4	$6K	Hold	264	–	–	﹤0.01%	458
2019 Q3	$6K	Hold	264	–	–	﹤0.01%	422
2019 Q2	$8K	Hold	264	–	–	﹤0.01%	373
2019 Q1	$6K	Hold	264	–	–	﹤0.01%	375
2018 Q4	$7K	Hold	264	–	–	﹤0.01%	340
2018 Q3	$7K	Hold	264	–	–	﹤0.01%	365
2018 Q2	$6K	Hold	264	–	–	﹤0.01%	376
2018 Q1	$7K	Hold	264	–	–	﹤0.01%	366
2017 Q4	$7K	Hold	264	–	–	﹤0.01%	357
2017 Q3	$7K	Hold	264	–	–	﹤0.01%	347
2017 Q2	$8K	Hold	264	–	–	﹤0.01%	313
2017 Q1	$6K	Hold	264	–	–	﹤0.01%	345
2016 Q4	$6K	Hold	264	–	–	﹤0.01%	306
2016 Q3	$6K	Hold	264	–	–	﹤0.01%	299
2016 Q2	$6K	Hold	264	–	–	﹤0.01%	295
2016 Q1	$7K	Sell	264 -24	-8%	-$636	0.01%	286
2015 Q4	$10K	Hold	288	–	–	0.01%	229
2015 Q3	$10K	Hold	288	–	–	0.01%	233
2015 Q2	$9K	Hold	288	–	–	0.01%	246
2015 Q1	$9K	Hold	288	–	–	0.01%	256
2014 Q4	$10K	Hold	288	–	–	0.01%	243
2014 Q3	$9K	Hold	288	–	–	0.01%	249
2014 Q2	$9K	Hold	288	–	–	0.01%	243
2014 Q1	$8K	Hold	288	–	–	0.01%	274
2013 Q4	$8K	Buy	+288	New	+$8K	0.01%	304