Heritage Wealth Management (Arizona)’s Deere & Co DE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$636K Sell
1,703
-154
-8% -$57.5K 0.35% 66
2024
Q1
$763K Sell
1,857
-29
-2% -$11.9K 0.39% 59
2023
Q4
$754K Buy
+1,886
New +$754K 0.41% 57
2022
Q4
$1.42M Buy
+3,304
New +$1.42M 0.2% 79
2022
Q2
Sell
-50
Closed -$21K 1002
2022
Q1
$21K Buy
+50
New +$21K 0.01% 585