VCI 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
2024 Q3	–	Sell	-18,750	Closed	-$1.02M	–	108
2024 Q2	$1.02M	Buy	18,750 +5,972	+47%	+$324K	0.5%	51
2024 Q1	$628K	Buy	+12,778	New	+$628K	0.42%	63