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Transform Wealth’s Deere & Co DE Stock Holding History

Transform Wealth’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$443K Sell
941
-251
-21% -$117K 0.03% 181
2024
Q4 		$507K Sell
1,192
-352
-23% -$148K 0.03% 183
2024
Q3 		$647K Sell
1,544
-6,975
-82% -$2.63M 0.04% 130
2024
Q2 		$3.2M Sell
8,519
-573
-6% -$223K 0.24% 79
2024
Q1 		$3.75M Sell
9,092
-13,860
-60% -$5.31M 0.36% 77
2023
Q4 		$9.21M Sell
22,952
-28
-0.1% -$10.6K 0.9% 30
2023
Q3 		$8.7M Buy
22,980
+726
+3% +$299K 0.92% 28
2023
Q2 		$9.04M Sell
22,254
-201
-0.9% -$76.9K 0.81% 36
2023
Q1 		$9.3M Buy
22,455
+295
+1% +$122K 0.88% 38
2022
Q4 		$9.53M Sell
22,160
-382
-2% -$155K 1.07% 30
2022
Q3 		$7.55M Sell
22,542
-135
-0.6% -$46.2K 0.98% 32
2022
Q2 		$6.82M Sell
22,677
-4,708
-17% -$1.73M 1.01% 34
2022
Q1 		$11.4M Sell
27,385
-188
-0.7% -$72K 1.28% 19
2021
Q4 		$9.46M Sell
27,573
-764
-3% -$266K 0.99% 33
2021
Q3 		$9.49M Sell
28,337
-379
-1% -$137K 1.09% 26
2021
Q2 		$10.1M Buy
28,716
+11,901
+71% +$4.34M 1.24% 19
2021
Q1 		$6.29M Buy
16,815
+180
+1% +$59.1K 1.26% 20
2020
Q4 		$4.48M Buy
16,635
+3,959
+31% +$984K 0.94% 33
2020
Q3 		$2.81M Buy
+12,676
New +$2.45M 0.45% 69

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's DE Position: Q1 2025 in Review

Transform Wealth reduced its Deere & Co (DE) stake by 21% in Q1 2025, selling an estimated $117K and leaving 941 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #181.

Transform Wealth first reported a position in DE in Q3 2020 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2022. 2,340 funds tracked by Wall St. Rank hold DE as of Q1 2025.

  • Transform Wealth held 941 shares of Deere & Co worth $443K as of Q1 2025.
  • Transform Wealth sold 251 Deere & Co shares in Q1 2025, an estimated $117K.
  • Deere & Co made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #181 holding.
  • Transform Wealth first reported a position in Deere & Co in Q3 2020 and has held it in 19 quarters since.
  • Transform Wealth's Deere & Co position peaked at $11.4M in Q1 2022.
  • 2,340 funds tracked by Wall St. Rank held Deere & Co as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.