OneAscent Wealth Management’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-477
| Closed | -$202K | – | 156 |
|
2024
Q4 | $202K | Sell |
477
-52
| -10% | -$22K | 0.08% | 155 |
|
2024
Q3 | $221K | Buy |
+529
| New | +$221K | 0.08% | 166 |
|
2024
Q2 | – | Sell |
-923
| Closed | -$379K | – | 117 |
|
2024
Q1 | $379K | Buy |
923
+365
| +65% | +$150K | 0.15% | 97 |
|
2023
Q4 | $223K | Buy |
558
+14
| +3% | +$5.6K | 0.09% | 157 |
|
2023
Q3 | $205K | Buy |
+544
| New | +$205K | 0.09% | 156 |
|
2023
Q2 | – | Sell |
-1,001
| Closed | -$413K | – | 128 |
|
2023
Q1 | $413K | Buy |
+1,001
| New | +$413K | 0.16% | 79 |
|