HP
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Holistic Planning’s Deere & Co DE Stock Holding History

Holistic Planning’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$426K Buy
839
+135
+19% +$68.6K 0.12% 136
2025
Q1 		$330K Buy
704
+1
+0.1% +$469 0.11% 133
2024
Q4 		$298K Hold
703
– – 0.11% 131
2024
Q3 		$294K Buy
+703
New +$294K 0.12% 116