Holistic Financial Partners’s T-Mobile US TMUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
1,381
-178
-11% -$42.4K 0.14% 83
2025
Q1
$416K Sell
1,559
-40
-3% -$10.7K 0.2% 61
2024
Q4
$353K Sell
1,599
-144
-8% -$31.8K 0.18% 71
2024
Q3
$360K Buy
1,743
+84
+5% +$17.3K 0.17% 69
2024
Q2
$292K Sell
1,659
-438
-21% -$77.2K 0.15% 82
2024
Q1
$342K Buy
2,097
+584
+39% +$95.3K 0.17% 72
2023
Q4
$243K Buy
+1,513
New +$243K 0.15% 95