Advisory Services Network’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $964K | Buy |
16,315
+2,215
| +16% | +$137K | 0.01% | 956 |
|
|
2025
Q4 | $753K | Sell |
14,100
-1,200
| -8% | -$60.6K | 0.01% | 1017 |
|
|
2025
Q3 | $785K | Sell |
15,300
-1,900
| -11% | -$96.8K | 0.01% | 985 |
|
|
2025
Q2 | $875K | Hold |
17,200
| – | – | 0.01% | 875 |
|
|
2025
Q1 | $650K | Buy |
17,200
+5,803
| +51% | +$253K | 0.01% | 938 |
|
|
2024
Q4 | $527K | Buy |
+11,397
| New | +$594K | 0.01% | 1021 |
|
|
2024
Q1 | – | Sell |
-111
| Closed | -$6.38K | – | 3443 |
|
|
2023
Q4 | $6.38K | Buy |
+111
| New | +$5.74K | ﹤0.01% | 3026 |
|
|
2023
Q2 | – | Sell |
-168
| Closed | -$8.13K | – | 3446 |
|
|
2023
Q1 | $8.13K | Hold |
168
| – | – | ﹤0.01% | 2960 |
|
|
2022
Q4 | $7.18K | Buy |
+168
| New | +$6.76K | ﹤0.01% | 2989 |
|
|
2021
Q3 | – | Sell |
-658
| Closed | -$31K | – | 3045 |
|
|
2021
Q2 | $31K | Sell |
658
-12,604
| -95% | -$612K | ﹤0.01% | 2263 |
|
|
2021
Q1 | $611K | Buy |
13,262
+12,941
| +4,031% | +$531K | 0.02% | 760 |
|
|
2020
Q4 | $11K | Buy |
+321
| New | +$9.48K | ﹤0.01% | 2402 |
|
|
2020
Q2 | – | Sell |
-300
| Closed | -$4K | – | 2573 |
|
|
2020
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 2590 |
|
|
2019
Q4 | $9K | Sell |
300
-100
| -25% | -$2.81K | ﹤0.01% | 2412 |
|
|
2019
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 2057 |
|
|
2019
Q2 | $13K | Sell |
400
-302
| -43% | -$9.27K | ﹤0.01% | 2055 |
|
|
2019
Q1 | $23K | Sell |
702
-33
| -4% | -$1.05K | ﹤0.01% | 1561 |
|
|
2018
Q4 | $20K | Buy |
735
+33
| +5% | +$1.05K | ﹤0.01% | 1517 |
|
|
2018
Q3 | $28K | Buy |
702
+1
| +0.1% | +$41 | ﹤0.01% | 1464 |
|
|
2018
Q2 | $31K | Hold |
701
| – | – | ﹤0.01% | 1386 |
|
|
2018
Q1 | $26K | Buy |
701
+201
| +40% | +$8.72K | ﹤0.01% | 1563 |
|
|
2017
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 1567 |
|
|
2017
Q3 | $23K | Buy |
+500
| New | +$19.8K | ﹤0.01% | 1358 |
|
|
2016
Q1 | – | Sell |
-145
| Closed | -$3K | – | 1778 |
|
|
2015
Q4 | $3K | Hold |
145
| – | – | ﹤0.01% | 1278 |
|
|
2015
Q3 | $3K | Sell |
145
-39
| -21% | -$851 | ﹤0.01% | 1274 |
|
|
2015
Q2 | $4K | Hold |
184
| – | – | ﹤0.01% | 1148 |
|
|
2015
Q1 | $5K | Buy |
184
+133
| +261% | +$3.36K | ﹤0.01% | 1014 |
|
|
2014
Q4 | $1K | Buy |
+51
| New | +$1.46K | ﹤0.01% | 1172 |
|
|
2014
Q1 | – | Sell |
-120
| Closed | -$5K | – | 735 |
|
|
2013
Q4 | $5K | Buy |
+120
| New | +$4.35K | ﹤0.01% | 808 |
|
Other funds holding TEX
VPM
VCM
