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 |
|