Capital Planning Advisors’s Deere & Co DE Stock Holding History

Capital Planning Advisors’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	$2.17M	Buy	4,268 +73	+2%	+$37.1K	0.32%	57
2025 Q1	$1.97M	Buy	4,195 +618	+17%	+$290K	0.3%	58
2024 Q4	$1.52M	Sell	3,577 -792	-18%	-$336K	0.23%	67
2024 Q3	$1.82M	Sell	4,369 -789	-15%	-$329K	0.28%	58
2024 Q2	$1.93M	Buy	5,158 +19	+0.4%	+$7.1K	0.33%	59
2024 Q1	$2.11M	Sell	5,139 -352	-6%	-$145K	0.37%	56
2023 Q4	$2.2M	Sell	5,491 -198	-3%	-$79.2K	0.42%	53
2023 Q3	$2.15M	Buy	5,689 +363	+7%	+$137K	0.45%	50
2023 Q2	$2.16M	Buy	5,326 +88	+2%	+$35.7K	0.44%	51
2023 Q1	$2.16M	Sell	5,238 -35	-0.7%	-$14.5K	0.46%	52
2022 Q4	$2.26M	Buy	5,273 +561	+12%	+$241K	0.54%	44
2022 Q3	$1.57M	Buy	4,712 +1,904	+68%	+$636K	0.42%	53
2022 Q2	$841K	Sell	2,808 -5	-0.2%	-$1.5K	0.22%	68
2022 Q1	$1.17M	Sell	2,813 -166	-6%	-$69K	0.25%	76
2021 Q4	$1.02M	Sell	2,979 -28	-0.9%	-$9.6K	0.19%	86
2021 Q3	$1.01M	Hold	3,007	–	–	0.21%	86
2021 Q2	$1.06M	Sell	3,007 -58	-2%	-$20.4K	0.22%	85
2021 Q1	$1.15M	Sell	3,065 -155	-5%	-$58K	0.26%	78
2020 Q4	$866K	Buy	3,220 +8	+0.2%	+$2.15K	0.21%	79
2020 Q3	$712K	Sell	3,212 -1,776	-36%	-$394K	0.2%	82
2020 Q2	$784K	Sell	4,988 -8,341	-63%	-$1.31M	0.23%	73
2020 Q1	$1.84M	Sell	13,329 -520	-4%	-$71.9K	0.69%	50
2019 Q4	$2.4M	Buy	13,849 +1,602	+13%	+$278K	0.63%	51
2019 Q3	$2.07M	Sell	12,247 -1,984	-14%	-$335K	0.6%	50
2019 Q2	$2.36M	Sell	14,231 -146	-1%	-$24.2K	0.69%	47
2019 Q1	$2.3M	Buy	14,377 +908	+7%	+$145K	0.7%	47
2018 Q4	$2.01M	Sell	13,469 -694	-5%	-$104K	0.73%	44
2018 Q3	$2.13M	Buy	14,163 +1,807	+15%	+$272K	0.68%	49
2018 Q2	$1.73M	Buy	12,356 +4,141	+50%	+$579K	0.78%	45
2018 Q1	$1.28M	Sell	8,215 -49	-0.6%	-$7.61K	0.45%	61
2017 Q4	$1.29M	Buy	8,264 +4,426	+115%	+$693K	0.45%	59
2017 Q3	$482K	Buy	3,838 +1,196	+45%	+$150K	0.19%	91
2017 Q2	$327K	Buy	2,642 +162	+7%	+$20.1K	0.14%	98
2017 Q1	$270K	Buy	+2,480	New	+$270K	0.13%	104