WR Wealth Planners’s Deere & Co DE Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.73M	Sell	4,079 -1,698	-29%	-$715K	0.56%	26
2024 Q3	$2.41M	Sell	5,777 -955	-14%	-$360K	0.67%	25
2024 Q2	$2.52M	Sell	6,732 -245	-4%	-$95.6K	0.77%	25
2024 Q1	$2.87M	Buy	6,977 +26	+0.4%	+$9.96K	0.89%	23
2023 Q4	$2.78M	Buy	6,951 +32	+0.5%	+$12.1K	1.03%	21
2023 Q3	$2.61M	Buy	6,919 +290	+4%	+$120K	0.99%	23
2023 Q2	$2.69M	Buy	6,629 +2,770	+72%	+$1.06M	1.04%	22
2023 Q1	$1.59M	Buy	3,859 +500	+15%	+$207K	0.69%	31
2022 Q4	$1.44M	Sell	3,359 -12	-0.4%	-$4.88K	0.89%	25
2022 Q3	$1.13M	Buy	3,371 +110	+3%	+$37.7K	0.79%	25
2022 Q2	$977K	Buy	3,261 +59	+2%	+$21.7K	0.64%	27
2022 Q1	$1.33M	Buy	+3,202	New	+$1.23M	0.79%	27

Other funds holding DE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's DE Position: Q4 2024 in Review

WR Wealth Planners reduced its Deere & Co (DE) stake by 29% in Q4 2024, selling an estimated $715K and leaving 4,079 shares worth $1.73M. The position accounts for 0.56% of the portfolio, ranked #26.

WR Wealth Planners first reported a position in DE in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.87M in Q1 2024. 2,296 funds tracked by Wall St. Rank hold DE as of Q4 2024.

WR Wealth Planners held 4,079 shares of Deere & Co worth $1.73M as of Q4 2024.
WR Wealth Planners sold 1,698 Deere & Co shares in Q4 2024, an estimated $715K.
Deere & Co made up 0.56% of WR Wealth Planners's portfolio in Q4 2024, its #26 holding.
WR Wealth Planners first reported a position in Deere & Co in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Deere & Co position peaked at $2.87M in Q1 2024.
2,296 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.