Congress Wealth Management’s Deere & Co DE Stock Holding History

Congress Wealth Management’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	$5.24M	Buy	10,309 +1,710	+20%	+$837K	0.05%	372
2025 Q1	$4.04M	Buy	8,599 +4,364	+103%	+$2.04M	0.05%	361
2024 Q4	$1.79M	Buy	4,235 +1,115	+36%	+$470K	0.02%	429
2024 Q3	$1.3M	Buy	3,120 +135	+5%	+$50.9K	0.02%	476
2024 Q2	$1.12M	Sell	2,985 -899	-23%	-$351K	0.02%	411
2024 Q1	$1.6M	Sell	3,884 -1,425	-27%	-$546K	0.03%	335
2023 Q4	$2.12M	Buy	5,309 +136	+3%	+$51.3K	0.04%	306
2023 Q3	$1.95M	Buy	5,173 +45	+0.9%	+$18.6K	0.04%	305
2023 Q2	$2.08M	Buy	5,128 +72	+1%	+$27.5K	0.05%	256
2023 Q1	$2.09M	Sell	5,056 -1,608	-24%	-$666K	0.05%	260
2022 Q4	$2.86M	Buy	6,664 +805	+14%	+$327K	0.07%	230
2022 Q3	$1.96M	Buy	5,859 +518	+10%	+$177K	0.05%	274
2022 Q2	$1.6M	Sell	5,341 -509	-9%	-$187K	0.04%	295
2022 Q1	$2.43M	Buy	5,850 +1,099	+23%	+$421K	0.05%	280
2021 Q4	$1.63M	Buy	+4,751	New	+$1.65M	0.03%	325

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

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

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

T. Rowe Price Associates

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

Capital World Investors

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

Geode Capital Management

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

Wellington Management Group

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