EP Wealth Advisors’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
6,151
+648
| +12% | +$330K | 0.02% | 335 |
|
|
2025
Q1 | $2.58M | Buy |
5,503
+23
| +0.4% | +$10.8K | 0.02% | 322 |
|
|
2024
Q4 | $2.32M | Buy |
5,480
+535
| +11% | +$227K | 0.02% | 334 |
|
|
2024
Q3 | $2.06M | Sell |
4,945
-124
| -2% | -$51.8K | 0.02% | 355 |
|
|
2024
Q2 | $1.89M | Buy |
5,069
+2,190
| +76% | +$818K | 0.02% | 290 |
|
|
2024
Q1 | $1.18M | Buy |
2,879
+460
| +19% | +$189K | 0.01% | 349 |
|
|
2023
Q4 | $967K | Sell |
2,419
-172
| -7% | -$68.8K | 0.01% | 370 |
|
|
2023
Q3 | $978K | Buy |
2,591
+1,689
| +187% | +$637K | 0.02% | 333 |
|
|
2023
Q2 | $944K | Sell |
902
-6,699
| -88% | -$7.01M | 0.01% | 346 |
|
|
2023
Q1 | $546K | Buy |
7,601
+5,856
| +336% | +$420K | 0.01% | 396 |
|
|
2022
Q4 | $748K | Buy |
+1,745
| New | +$748K | 0.01% | 325 |
|
|
2022
Q3 | – | Sell |
-1,514
| Closed | -$454K | – | 398 |
|
|
2022
Q2 | $454K | Buy |
1,514
+442
| +41% | +$133K | 0.01% | 392 |
|
|
2022
Q1 | $445K | Buy |
1,072
+198
| +23% | +$82.2K | 0.01% | 400 |
|
|
2021
Q4 | $300K | Buy |
874
+115
| +15% | +$39.5K | 0.01% | 462 |
|
|
2021
Q3 | $254K | Sell |
759
-109
| -13% | -$36.5K | 0.01% | 468 |
|
|
2021
Q2 | $306K | Buy |
868
+79
| +10% | +$27.9K | 0.01% | 440 |
|
|
2021
Q1 | $295K | Buy |
+789
| New | +$295K | 0.01% | 408 |
|
|
2016
Q1 | – | Sell |
-5,680
| Closed | -$433K | – | 146 |
|
|
2015
Q4 | $433K | Hold |
5,680
| – | – | 0.07% | 101 |
|
|
2015
Q3 | $420K | Hold |
5,680
| – | – | 0.08% | 89 |
|
|
2015
Q2 | $551K | Hold |
5,680
| – | – | 0.1% | 68 |
|
|
2015
Q1 | $498K | Sell |
5,680
-990
| -15% | -$86.8K | 0.09% | 72 |
|
|
2014
Q4 | $590K | Hold |
6,670
| – | – | 0.1% | 79 |
|
|
2014
Q3 | $547K | Hold |
6,670
| – | – | 0.09% | 68 |
|
|
2014
Q2 | $604K | Hold |
6,670
| – | – | 0.14% | 60 |
|
|
2014
Q1 | $606K | Hold |
6,670
| – | – | 0.17% | 55 |
|
|
2013
Q4 | $609K | Hold |
6,670
| – | – | 0.16% | 63 |
|
|
2013
Q3 | $543K | Hold |
6,670
| – | – | 0.17% | 57 |
|
|
2013
Q2 | $542K | Buy |
+6,670
| New | +$542K | 0.2% | 48 |
|