Capasso Planning Partners’s Deere & Co DE Stock Holding History

Capasso Planning Partners’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
2024 Q4	–	Sell	-905	Closed	-$378K	–	107
2024 Q3	$378K	Sell	905 -2	-0.2%	-$754	0.11%	109
2024 Q2	$339K	Sell	907 -5	-0.5%	-$1.95K	0.11%	110
2024 Q1	$375K	Sell	912 -4	-0.4%	-$1.53K	0.16%	77
2023 Q4	$366K	Sell	916 -1	-0.1%	-$377	0.17%	73
2023 Q3	$346K	Buy	917 +6	+0.7%	+$2.47K	0.19%	67
2023 Q2	$369K	Buy	911 +1	+0.1%	+$382	0.2%	69
2023 Q1	$376K	Hold	910	–	–	0.22%	68
2022 Q4	$390K	Sell	910 -15	-2%	-$6.1K	0.25%	64
2022 Q3	$309K	Sell	925 -26	-3%	-$8.91K	0.22%	68
2022 Q2	$285K	Buy	951 +43	+5%	+$15.8K	0.2%	64
2022 Q1	$377K	Sell	908 -1	-0.1%	-$383	0.27%	61
2021 Q4	$312K	Buy	+909	New	+$316K	0.23%	61

Other funds holding DE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Capasso Planning Partners's DE Position: Q4 2024 in Review

Capasso Planning Partners sold out of Deere & Co (DE) in Q4 2024, closing a stake of 905 shares — an estimated $378K sold.

Capasso Planning Partners first reported a position in DE in Q4 2021 and held it in 12 quarters. The position peaked at $390K in Q4 2022. 2,295 funds tracked by Wall St. Rank hold DE as of Q4 2024.

Capasso Planning Partners reported no remaining Deere & Co position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 905 Deere & Co shares in Q4 2024, an estimated $378K.
Capasso Planning Partners first reported a position in Deere & Co in Q4 2021 and held it in 12 quarters.
Capasso Planning Partners's Deere & Co position peaked at $390K in Q4 2022.
2,295 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.