Summit Trail 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 | $4.26M | Buy |
+8,348
| New | +$4.26M | 0.07% | 141 |
|
2024
Q4 | – | Sell |
-6,573
| Closed | -$2.75M | – | 483 |
|
2024
Q3 | $2.75M | Sell |
6,573
-249
| -4% | -$104K | 0.07% | 125 |
|
2024
Q2 | $2.56M | Buy |
6,822
+447
| +7% | +$168K | 0.07% | 122 |
|
2024
Q1 | $2.63M | Buy |
6,375
+457
| +8% | +$188K | 0.07% | 107 |
|
2023
Q4 | $2.37M | Sell |
5,918
-144
| -2% | -$57.8K | 0.08% | 92 |
|
2023
Q3 | $2.3M | Buy |
6,062
+57
| +0.9% | +$21.6K | 0.08% | 90 |
|
2023
Q2 | $2.44M | Buy |
6,005
+679
| +13% | +$276K | 0.09% | 92 |
|
2023
Q1 | $2.21M | Buy |
5,326
+4,533
| +572% | +$1.88M | 0.09% | 79 |
|
2022
Q4 | $341K | Buy |
793
+176
| +29% | +$75.7K | 0.02% | 257 |
|
2022
Q3 | $207K | Buy |
+617
| New | +$207K | 0.01% | 330 |
|
2018
Q1 | – | Sell |
-1,128
| Closed | -$188K | – | 741 |
|
2017
Q4 | $188K | Buy |
+1,128
| New | +$188K | 0.02% | 439 |
|