Primoris Wealth 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
$359K Sell
706
-55
-7% -$28K 0.24% 74
2025
Q1
$357K Sell
761
-2
-0.3% -$939 0.28% 71
2024
Q4
$323K Hold
763
0.25% 70
2024
Q3
$319K Sell
763
-150
-16% -$62.6K 0.23% 79
2024
Q2
$330K Sell
913
-200
-18% -$72.3K 0.26% 77
2024
Q1
$457K Sell
1,113
-20
-2% -$8.21K 0.37% 62
2023
Q4
$453K Sell
1,133
-76
-6% -$30.4K 0.43% 57
2023
Q3
$456K Sell
1,209
-556
-32% -$210K 0.55% 44
2023
Q2
$715K Sell
1,765
-3,636
-67% -$1.47M 0.78% 32
2023
Q1
$2.23M Buy
+5,401
New +$2.23M 2.75% 13