Exencial 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 | $2.35M | Buy |
4,631
+18
| +0.4% | +$9.15K | 0.08% | 197 |
|
2025
Q1 | $2.17M | Buy |
4,613
+66
| +1% | +$31K | 0.08% | 203 |
|
2024
Q4 | $1.93M | Buy |
4,547
+1,995
| +78% | +$845K | 0.07% | 215 |
|
2024
Q3 | $1.07M | Buy |
2,552
+51
| +2% | +$21.3K | 0.04% | 265 |
|
2024
Q2 | $934K | Buy |
2,501
+1,795
| +254% | +$671K | 0.04% | 278 |
|
2024
Q1 | $290K | Buy |
706
+58
| +9% | +$23.8K | 0.01% | 431 |
|
2023
Q4 | $259K | Buy |
648
+52
| +9% | +$20.8K | 0.01% | 429 |
|
2023
Q3 | $225K | Buy |
596
+92
| +18% | +$34.7K | 0.01% | 391 |
|
2023
Q2 | $204K | Sell |
504
-231
| -31% | -$93.6K | 0.01% | 414 |
|
2023
Q1 | $303K | Hold |
735
| – | – | 0.02% | 350 |
|
2022
Q4 | $315K | Buy |
735
+14
| +2% | +$6K | 0.02% | 349 |
|
2022
Q3 | $241K | Hold |
721
| – | – | 0.01% | 363 |
|
2022
Q2 | $216K | Sell |
721
-25
| -3% | -$7.49K | 0.01% | 396 |
|
2022
Q1 | $310K | Buy |
746
+47
| +7% | +$19.5K | 0.02% | 356 |
|
2021
Q4 | $240K | Buy |
+699
| New | +$240K | 0.01% | 423 |
|
2014
Q4 | – | Sell |
-2,704
| Closed | -$222K | – | 147 |
|
2014
Q3 | $222K | Sell |
2,704
-25,094
| -90% | -$2.06M | 0.1% | 140 |
|
2014
Q2 | $2.48M | Sell |
27,798
-1,384
| -5% | -$123K | 1.06% | 38 |
|
2014
Q1 | $2.72M | Sell |
29,182
-1,648
| -5% | -$153K | 1.14% | 33 |
|
2013
Q4 | $2.73M | Sell |
30,830
-436
| -1% | -$38.7K | 1.24% | 33 |
|
2013
Q3 | $2.56M | Sell |
31,266
-98
| -0.3% | -$8.02K | 1.2% | 29 |
|
2013
Q2 | $2.63M | Buy |
+31,364
| New | +$2.63M | 1.3% | 30 |
|