Heritage Trust’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 | $1.92M | Buy |
3,772
+18
| +0.5% | +$9.15K | 0.22% | 113 |
|
|
2025
Q1 | $1.76M | Sell |
3,754
-6,046
| -62% | -$2.84M | 0.21% | 116 |
|
|
2024
Q4 | $4.15M | Buy |
+9,800
| New | +$4.15M | 0.49% | 54 |
|
|
2024
Q2 | $4.54M | Buy |
12,140
+737
| +6% | +$275K | 0.6% | 44 |
|
|
2024
Q1 | $4.68M | Buy |
11,403
+179
| +2% | +$73.5K | 0.63% | 45 |
|
|
2023
Q4 | $4.49M | Sell |
11,224
-197
| -2% | -$78.8K | 0.63% | 45 |
|
|
2023
Q3 | $4.31M | Sell |
11,421
-201
| -2% | -$75.9K | 0.67% | 45 |
|
|
2023
Q2 | $4.71M | Buy |
11,622
+105
| +0.9% | +$42.5K | 0.69% | 43 |
|
|
2023
Q1 | $4.76M | Sell |
11,517
-10
| -0.1% | -$4.13K | 0.75% | 40 |
|
|
2022
Q4 | $4.94M | Sell |
11,527
-141
| -1% | -$60.5K | 0.81% | 36 |
|
|
2022
Q3 | $3.9M | Buy |
11,668
+6,487
| +125% | +$2.17M | 0.68% | 42 |
|
|
2022
Q2 | $1.55M | Buy |
5,181
+505
| +11% | +$151K | 0.25% | 100 |
|
|
2022
Q1 | $1.94M | Buy |
4,676
+1,903
| +69% | +$791K | 0.27% | 95 |
|
|
2021
Q4 | $951K | Buy |
2,773
+528
| +24% | +$181K | 0.12% | 141 |
|
|
2021
Q3 | $753K | Buy |
2,245
+420
| +23% | +$141K | 0.11% | 153 |
|
|
2021
Q2 | $644K | Buy |
1,825
+19
| +1% | +$6.71K | 0.09% | 161 |
|
|
2021
Q1 | $676K | Buy |
1,806
+498
| +38% | +$186K | 0.1% | 152 |
|
|
2020
Q4 | $352K | Hold |
1,308
| – | – | 0.06% | 180 |
|
|
2020
Q3 | $290K | Sell |
1,308
-759
| -37% | -$168K | 0.05% | 181 |
|
|
2020
Q2 | $325K | Hold |
2,067
| – | – | 0.06% | 168 |
|
|
2020
Q1 | $286K | Sell |
2,067
-113
| -5% | -$15.6K | 0.07% | 152 |
|
|
2019
Q4 | $378K | Sell |
2,180
-23
| -1% | -$3.99K | 0.08% | 147 |
|
|
2019
Q3 | $372K | Hold |
2,203
| – | – | 0.08% | 151 |
|
|
2019
Q2 | $365K | Sell |
2,203
-397
| -15% | -$65.8K | 0.08% | 146 |
|
|
2019
Q1 | $416K | Buy |
2,600
+765
| +42% | +$122K | 0.1% | 136 |
|
|
2018
Q4 | $274K | Sell |
1,835
-46
| -2% | -$6.87K | 0.11% | 106 |
|
|
2018
Q3 | $283K | Buy |
1,881
+4
| +0.2% | +$602 | 0.1% | 107 |
|
|
2018
Q2 | $263K | Buy |
1,877
+77
| +4% | +$10.8K | 0.1% | 105 |
|
|
2018
Q1 | $280K | Hold |
1,800
| – | – | 0.1% | 99 |
|
|
2017
Q4 | $282K | Hold |
1,800
| – | – | 0.1% | 100 |
|
|
2017
Q3 | $227K | Buy |
1,800
+100
| +6% | +$12.6K | 0.08% | 105 |
|
|
2017
Q2 | $210K | Hold |
1,700
| – | – | 0.08% | 108 |
|
|
2017
Q1 | $185K | Buy |
+1,700
| New | +$185K | 0.07% | 116 |
|