Taylor Hoffman 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	$273K	Hold	4,972	–	–	0.09%	107
2025 Q1	$280K	Buy	+4,972	New	+$280K	0.1%	104
2024 Q4	–	Sell	-3,772	Closed	-$225K	–	115
2024 Q3	$225K	Buy	+3,772	New	+$225K	0.09%	109