Thrive 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	$223K	Buy	4,054 +9	+0.2%	+$494	0.04%	213
2025 Q1	$222K	Buy	4,045 +5	+0.1%	+$275	0.04%	200
2024 Q4	$213K	Hold	4,040	–	–	0.04%	188
2024 Q3	$257K	Hold	4,040	–	–	0.05%	183
2024 Q2	$219K	Buy	+4,040	New	+$219K	0.04%	193