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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$377K	Sell
2025 Q2	$426K	Buy
2025 Q1	$330K	Buy
2024 Q4	$298K	Hold
2024 Q3	$294K	Buy