Whittier Trust’s H&R Block HRB Stock Holding History

Whittier Trust’s Portfolio HRB Stock Details HRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.3K	Buy
2025 Q2	$8.01K	Sell
2025 Q1	$16K	Hold
2024 Q4	$15.4K	Hold
2024 Q3	$18.6K	Hold
2024 Q2	$15.8K	Buy
2023 Q4	–	Sell
2023 Q3	$430	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Buy