Whipplewood Advisors’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	$19.4K	Buy	354 +297	+521%	+$16.3K	0.01%	465
2025 Q1	$18.8K	Sell	57 -255	-82%	-$84K	0.01%	464
2024 Q4	$16.5K	Buy	+312	New	+$16.5K	0.01%	473