Bell Investment Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
150
+61
| +69% | +$2.85K | ﹤0.01% | 825 |
|
|
2025
Q1 | $3.36K | Buy |
89
+2
| +2% | +$76 | ﹤0.01% | 1094 |
|
|
2024
Q4 | $4.02K | Buy |
87
+19
| +28% | +$878 | ﹤0.01% | 1024 |
|
|
2024
Q3 | $3.6K | Sell |
68
-9
| -12% | -$476 | ﹤0.01% | 1094 |
|
|
2024
Q2 | $4.22K | Sell |
77
-18
| -19% | -$987 | ﹤0.01% | 1004 |
|
|
2024
Q1 | $6.12K | Buy |
95
+18
| +23% | +$1.16K | ﹤0.01% | 816 |
|
|
2023
Q4 | $4.43K | Buy |
77
+19
| +33% | +$1.09K | ﹤0.01% | 940 |
|
|
2023
Q3 | $3.34K | Sell |
58
-9
| -13% | -$519 | ﹤0.01% | 1018 |
|
|
2023
Q2 | $4.01K | Sell |
67
-18
| -21% | -$1.08K | ﹤0.01% | 935 |
|
|
2023
Q1 | $4.11K | Hold |
85
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $3.63K | Hold |
85
| – | – | ﹤0.01% | 973 |
|
|
2022
Q3 | $3K | Buy |
85
+58
| +215% | +$2.05K | ﹤0.01% | 978 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1618 |
|
|
2021
Q4 | $1K | Buy |
23
+12
| +109% | +$522 | ﹤0.01% | 1619 |
|
|
2021
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1828 |
|