Ropes Wealth Advisors’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.4M | Buy |
6,371
+138
| +2% | +$56.9K | 0.47% | 51 |
|
|
2023
Q2 | $2.53M | Buy |
6,233
+45
| +0.7% | +$17.2K | 0.42% | 57 |
|
|
2023
Q1 | $2.55M | Sell |
6,188
-296
| -5% | -$123K | 0.46% | 52 |
|
|
2022
Q4 | $2.78M | Buy |
6,484
+344
| +6% | +$140K | 0.5% | 49 |
|
|
2022
Q3 | $2.05M | Hold |
6,140
| – | – | 0.43% | 60 |
|
|
2022
Q2 | $1.84M | Buy |
6,140
+38
| +0.6% | +$14K | 0.38% | 71 |
|
|
2022
Q1 | $2.54M | Sell |
6,102
-386
| -6% | -$148K | 0.44% | 60 |
|
|
2021
Q4 | $2.23M | Buy |
6,488
+129
| +2% | +$44.9K | 0.39% | 62 |
|
|
2021
Q3 | $2.13M | Sell |
6,359
-98
| -2% | -$35.3K | 0.34% | 68 |
|
|
2021
Q2 | $2.28M | Buy |
6,457
+350
| +6% | +$128K | 0.36% | 67 |
|
|
2021
Q1 | $2.34M | Sell |
6,107
-8
| -0.1% | -$2.63K | 0.41% | 64 |
|
|
2020
Q4 | $1.65M | Sell |
6,115
-35
| -0.6% | -$8.7K | 0.26% | 73 |
|
|
2020
Q3 | $1.36M | Hold |
6,150
| – | – | 0.26% | 71 |
|
|
2020
Q2 | $966K | Sell |
6,150
-60
| -1% | -$8.69K | 0.2% | 81 |
|
|
2020
Q1 | $858K | Buy |
6,210
+48
| +0.8% | +$7.59K | 0.22% | 82 |
|
|
2019
Q4 | $1.07M | Hold |
6,162
| – | – | 0.23% | 86 |
|
|
2019
Q3 | $1.04M | Hold |
6,162
| – | – | 0.22% | 88 |
|
|
2019
Q2 | $1.02M | Hold |
6,162
| – | – | 0.22% | 86 |
|
|
2019
Q1 | $985K | Hold |
6,162
| – | – | 0.26% | 87 |
|
|
2018
Q4 | $919K | Sell |
6,162
-212
| -3% | -$31.1K | 0.26% | 85 |
|
|
2018
Q3 | $958K | Hold |
6,374
| – | – | 0.24% | 99 |
|
|
2018
Q2 | $891K | Sell |
6,374
-55
| -0.9% | -$8.11K | 0.24% | 103 |
|
|
2018
Q1 | $999K | Hold |
6,429
| – | – | 0.27% | 88 |
|
|
2017
Q4 | $1.01M | Buy |
6,429
+512
| +9% | +$71.6K | 0.26% | 90 |
|
|
2017
Q3 | $743K | Hold |
5,917
| – | – | 0.2% | 106 |
|
|
2017
Q2 | $731K | Hold |
5,917
| – | – | 0.21% | 103 |
|
|
2017
Q1 | $644K | Hold |
5,917
| – | – | 0.19% | 110 |
|
|
2016
Q4 | $610K | Buy |
5,917
+300
| +5% | +$28.2K | 0.19% | 103 |
|
|
2016
Q3 | $479K | Hold |
5,617
| – | – | 0.16% | 120 |
|
|
2016
Q2 | $455K | Buy |
5,617
+989
| +21% | +$81.1K | 0.16% | 111 |
|
|
2016
Q1 | $356K | Buy |
4,628
+69
| +2% | +$5.4K | 0.16% | 107 |
|
|
2015
Q4 | $348K | Buy |
4,559
+5
| +0.1% | +$387 | 0.15% | 113 |
|
|
2015
Q3 | $337K | Buy |
4,554
+63
| +1% | +$5.54K | 0.18% | 95 |
|
|
2015
Q2 | $436K | Hold |
4,491
| – | – | 0.24% | 77 |
|
|
2015
Q1 | $394K | Buy |
+4,491
| New | +$398K | 0.2% | 85 |
|
Other funds holding DE
Ropes Wealth Advisors's DE Position: Q3 2023 in Review
Ropes Wealth Advisors increased its Deere & Co (DE) stake by 2.2% in Q3 2023, buying an estimated $56.9K and bringing the position to 6,371 shares worth $2.4M. The position accounts for 0.47% of the portfolio, ranked #51.
Ropes Wealth Advisors first reported a position in DE in Q1 2015 and has held it in 35 quarters since. The position peaked at $2.78M in Q4 2022. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.
- Ropes Wealth Advisors held 6,371 shares of Deere & Co worth $2.4M as of Q3 2023.
- Ropes Wealth Advisors bought 138 Deere & Co shares in Q3 2023, an estimated $56.9K.
- Deere & Co made up 0.47% of Ropes Wealth Advisors's portfolio in Q3 2023, its #51 holding.
- Ropes Wealth Advisors first reported a position in Deere & Co in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Deere & Co position peaked at $2.78M in Q4 2022.
- 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.