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