Mount Yale Investment 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 | $1.58M | Buy |
3,104
+1,210
| +64% | +$615K | 0.12% | 144 |
|
|
2025
Q1 | $889K | Sell |
1,894
-869
| -31% | -$408K | 0.08% | 212 |
|
|
2024
Q4 | $1.17M | Buy |
2,763
+1,173
| +74% | +$497K | 0.09% | 178 |
|
|
2024
Q3 | $664K | Sell |
1,590
-337
| -17% | -$141K | 0.06% | 281 |
|
|
2024
Q2 | $720K | Sell |
1,927
-38
| -2% | -$14.2K | 0.06% | 268 |
|
|
2024
Q1 | $807K | Buy |
1,965
+592
| +43% | +$243K | 0.06% | 266 |
|
|
2023
Q4 | $549K | Sell |
1,373
-299
| -18% | -$120K | 0.05% | 304 |
|
|
2023
Q3 | $631K | Sell |
1,672
-269
| -14% | -$102K | 0.07% | 267 |
|
|
2023
Q2 | $786K | Sell |
1,941
-187
| -9% | -$75.8K | 0.08% | 237 |
|
|
2023
Q1 | $879K | Sell |
2,128
-23
| -1% | -$9.5K | 0.1% | 206 |
|
|
2022
Q4 | $922K | Buy |
2,151
+14
| +0.7% | +$6K | 0.1% | 199 |
|
|
2022
Q3 | $714K | Sell |
2,137
-225
| -10% | -$75.2K | 0.09% | 224 |
|
|
2022
Q2 | $707K | Buy |
2,362
+176
| +8% | +$52.7K | 0.09% | 228 |
|
|
2022
Q1 | $908K | Buy |
2,186
+21
| +1% | +$8.72K | 0.1% | 210 |
|
|
2021
Q4 | $742K | Buy |
2,165
+402
| +23% | +$138K | 0.08% | 242 |
|
|
2021
Q3 | $591K | Sell |
1,763
-71
| -4% | -$23.8K | 0.07% | 257 |
|
|
2021
Q2 | $647K | Buy |
1,834
+44
| +2% | +$15.5K | 0.08% | 231 |
|
|
2021
Q1 | $670K | Sell |
1,790
-153
| -8% | -$57.3K | 0.09% | 227 |
|
|
2020
Q4 | $523K | Sell |
1,943
-79
| -4% | -$21.3K | 0.07% | 250 |
|
|
2020
Q3 | $448K | Buy |
2,022
+527
| +35% | +$117K | 0.06% | 250 |
|
|
2020
Q2 | $235K | Buy |
+1,495
| New | +$235K | 0.04% | 287 |
|
|
2018
Q4 | – | Sell |
-430
| Closed | -$64K | – | 426 |
|
|
2018
Q3 | $64K | Sell |
430
-120
| -22% | -$17.9K | 0.01% | 557 |
|
|
2018
Q2 | $77K | Sell |
550
-92
| -14% | -$12.9K | 0.01% | 541 |
|
|
2018
Q1 | $100K | Buy |
+642
| New | +$100K | 0.02% | 450 |
|