Bordeaux Wealth Advisors’s Deere & Co DE Stock Holding History

Bordeaux Wealth Advisors’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 Q2	$206K	Sell	406 -307	-43%	-$150K	0.03%	154
2025 Q1	$335K	Sell	713 -17	-2%	-$7.95K	0.06%	112
2024 Q4	$309K	Sell	730 -13	-2%	-$5.48K	0.05%	117
2024 Q3	$310K	Buy	743 +110	+17%	+$41.5K	0.06%	118
2024 Q2	$237K	Sell	633 -39	-6%	-$15.2K	0.05%	121
2024 Q1	$276K	Sell	672 -60	-8%	-$23K	0.09%	88
2023 Q4	$293K	Buy	732 +64	+10%	+$24.1K	0.1%	86
2023 Q3	$252K	Sell	668 -2	-0.3%	-$825	0.1%	82
2023 Q2	$271K	Sell	670 -2	-0.3%	-$765	0.11%	79
2023 Q1	$277K	Buy	672 +12	+2%	+$4.97K	0.14%	85
2022 Q4	$283K	Sell	660 -72	-10%	-$29.3K	0.16%	72
2022 Q3	$244K	Buy	+732	New	+$251K	0.15%	74
2022 Q2	–	Sell	-684	Closed	-$284K	–	84
2022 Q1	$284K	Buy	684 +24	+4%	+$9.2K	0.15%	73
2021 Q4	$226K	Buy	+660	New	+$230K	0.1%	86

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bordeaux Wealth Advisors's DE Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Deere & Co (DE) stake by 43% in Q2 2025, selling an estimated $150K and leaving 406 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #154.

Bordeaux Wealth Advisors first reported a position in DE in Q4 2021 and has held it in 14 quarters since. The position peaked at $335K in Q1 2025. 2,424 funds tracked by Wall St. Rank hold DE as of Q2 2025.

Bordeaux Wealth Advisors held 406 shares of Deere & Co worth $206K as of Q2 2025.
Bordeaux Wealth Advisors sold 307 Deere & Co shares in Q2 2025, an estimated $150K.
Deere & Co made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #154 holding.
Bordeaux Wealth Advisors first reported a position in Deere & Co in Q4 2021 and has held it in 14 quarters since.
Bordeaux Wealth Advisors's Deere & Co position peaked at $335K in Q1 2025.
2,424 funds tracked by Wall St. Rank held Deere & Co as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.