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MWM
MinichMacGregor Wealth Management’s
Deere & Co
DE
Stock Holding History
MinichMacGregor 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
2023
Q1
–
Sell
-121
Closed
-$51.9K
–
221
2022
Q4
$51.9K
Buy
+121
New
+$49.2K
0.02%
177
2018
Q4
–
Sell
-68
Closed
-$10K
–
190
2018
Q3
$10K
Hold
68
–
–
0.01%
313
2018
Q2
$9K
Hold
68
–
–
0.01%
317
2018
Q1
$10K
Hold
68
–
–
0.01%
304
2017
Q4
$10K
Buy
68
+53
+353%
+$7.42K
0.01%
298
2017
Q3
$1K
Hold
15
–
–
﹤0.01%
423
2017
Q2
$1K
Hold
15
–
–
﹤0.01%
416
2017
Q1
$1K
Hold
15
–
–
﹤0.01%
406
2016
Q4
$1K
Hold
15
–
–
﹤0.01%
408
2016
Q3
$1K
Hold
15
–
–
﹤0.01%
403
2016
Q2
$1K
Hold
15
–
–
﹤0.01%
388
2016
Q1
$1K
Hold
15
–
–
﹤0.01%
374
2015
Q4
$1K
Buy
+15
New
+$1.16K
﹤0.01%
346
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State Street
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1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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