World Investment 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	–	Sell	-4,757	Closed	-$261K	–	1154
2025 Q1	$261K	Buy	+4,757	New	+$261K	0.01%	915
2024 Q4	–	Sell	-3,165	Closed	-$201K	–	1016
2024 Q3	$201K	Buy	+3,165	New	+$201K	0.01%	873