WMS Partners’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,307
| Closed | -$1.4M | – | 64 |
|
2024
Q4 | $1.4M | Sell |
3,307
-262
| -7% | -$111K | 0.08% | 103 |
|
2024
Q3 | $1.49M | Buy |
3,569
+1,813
| +103% | +$757K | 0.08% | 95 |
|
2024
Q2 | $656K | Sell |
1,756
-96
| -5% | -$35.9K | 0.04% | 126 |
|
2024
Q1 | $761K | Buy |
1,852
+60
| +3% | +$24.6K | 0.05% | 117 |
|
2023
Q4 | $717K | Buy |
1,792
+55
| +3% | +$22K | 0.05% | 116 |
|
2023
Q3 | $656K | Sell |
1,737
-23
| -1% | -$8.68K | 0.05% | 125 |
|
2023
Q2 | $713K | Buy |
1,760
+44
| +3% | +$17.8K | 0.06% | 123 |
|
2023
Q1 | $709K | Buy |
1,716
+12
| +0.7% | +$4.96K | 0.06% | 120 |
|
2022
Q4 | $731K | Sell |
1,704
-40
| -2% | -$17.2K | 0.07% | 120 |
|
2022
Q3 | $582K | Buy |
1,744
+10
| +0.6% | +$3.34K | 0.08% | 124 |
|
2022
Q2 | $519K | Sell |
1,734
-100
| -5% | -$29.9K | 0.08% | 133 |
|
2022
Q1 | $762K | Buy |
1,834
+357
| +24% | +$148K | 0.1% | 100 |
|
2021
Q4 | $506K | Hold |
1,477
| – | – | 0.11% | 114 |
|
2021
Q3 | $495K | Sell |
1,477
-100
| -6% | -$33.5K | 0.07% | 148 |
|
2021
Q2 | $556K | Hold |
1,577
| – | – | 0.08% | 130 |
|
2021
Q1 | $590K | Sell |
1,577
-50
| -3% | -$18.7K | 0.13% | 103 |
|
2020
Q4 | $438K | Hold |
1,627
| – | – | 0.08% | 141 |
|
2020
Q3 | $361K | Sell |
1,627
-508
| -24% | -$113K | 0.07% | 149 |
|
2020
Q2 | $335K | Buy |
2,135
+1
| +0% | +$157 | 0.07% | 149 |
|
2020
Q1 | $295K | Hold |
2,134
| – | – | 0.08% | 141 |
|
2019
Q4 | $370K | Sell |
2,134
-29
| -1% | -$5.03K | 0.08% | 155 |
|
2019
Q3 | $365K | Hold |
2,163
| – | – | 0.09% | 148 |
|
2019
Q2 | $358K | Sell |
2,163
-456
| -17% | -$75.5K | 0.09% | 141 |
|
2019
Q1 | $419K | Hold |
2,619
| – | – | 0.1% | 120 |
|
2018
Q4 | $391K | Buy |
2,619
+301
| +13% | +$44.9K | 0.11% | 118 |
|
2018
Q3 | $349K | Hold |
2,318
| – | – | 0.04% | 147 |
|
2018
Q2 | $324K | Sell |
2,318
-25
| -1% | -$3.49K | 0.04% | 155 |
|
2018
Q1 | $364K | Sell |
2,343
-155
| -6% | -$24.1K | 0.04% | 142 |
|
2017
Q4 | $391K | Buy |
2,498
+40
| +2% | +$6.26K | 0.04% | 152 |
|
2017
Q3 | $309K | Sell |
2,458
-10
| -0.4% | -$1.26K | 0.04% | 166 |
|
2017
Q2 | $305K | Buy |
2,468
+65
| +3% | +$8.03K | 0.04% | 164 |
|
2017
Q1 | $262K | Sell |
2,403
-150
| -6% | -$16.4K | 0.03% | 170 |
|
2016
Q4 | $263K | Hold |
2,553
| – | – | 0.03% | 161 |
|
2016
Q3 | $218K | Hold |
2,553
| – | – | 0.03% | 175 |
|
2016
Q2 | $207K | Buy |
+2,553
| New | +$207K | 0.03% | 198 |
|
2016
Q1 | – | Sell |
-3,918
| Closed | -$299K | – | 199 |
|
2015
Q4 | $299K | Hold |
3,918
| – | – | 0.04% | 155 |
|
2015
Q3 | $290K | Sell |
3,918
-300
| -7% | -$22.2K | 0.04% | 156 |
|
2015
Q2 | $409K | Buy |
4,218
+126
| +3% | +$12.2K | 0.05% | 193 |
|
2015
Q1 | $359K | Buy |
4,092
+200
| +5% | +$17.5K | 0.04% | 196 |
|
2014
Q4 | $344K | Sell |
3,892
-150
| -4% | -$13.3K | 0.05% | 152 |
|
2014
Q3 | $331K | Hold |
4,042
| – | – | 0.05% | 175 |
|
2014
Q2 | $366K | Buy |
4,042
+30
| +0.7% | +$2.72K | 0.06% | 171 |
|
2014
Q1 | $364K | Buy |
4,012
+1,365
| +52% | +$124K | 0.06% | 169 |
|
2013
Q4 | $242K | Hold |
2,647
| – | – | 0.04% | 198 |
|
2013
Q3 | $215K | Hold |
2,647
| – | – | 0.04% | 181 |
|
2013
Q2 | $215K | Buy |
+2,647
| New | +$215K | 0.04% | 208 |
|