Carson Wealth (CWM LLC)’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
5,463
-70,745
| -93% | -$3.3M | ﹤0.01% | 1972 |
|
|
2025
Q1 | $2.88M | Buy |
76,208
+1,102
| +1% | +$41.6K | 0.01% | 705 |
|
|
2024
Q4 | $3.47M | Buy |
75,106
+72,371
| +2,646% | +$3.34M | 0.01% | 573 |
|
|
2024
Q3 | $145K | Sell |
2,735
-385
| -12% | -$20.4K | ﹤0.01% | 1947 |
|
|
2024
Q2 | $171K | Buy |
3,120
+1,238
| +66% | +$67.9K | ﹤0.01% | 1666 |
|
|
2024
Q1 | $121K | Buy |
1,882
+863
| +85% | +$55.5K | ﹤0.01% | 1768 |
|
|
2023
Q4 | $59K | Sell |
1,019
-5,505
| -84% | -$319K | ﹤0.01% | 2070 |
|
|
2023
Q3 | $376K | Buy |
6,524
+43
| +0.7% | +$2.48K | ﹤0.01% | 1073 |
|
|
2023
Q2 | $388K | Buy |
6,481
+5,734
| +768% | +$343K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $36K | Sell |
747
-28
| -4% | -$1.35K | ﹤0.01% | 2097 |
|
|
2022
Q4 | $33K | Buy |
775
+53
| +7% | +$2.26K | ﹤0.01% | 2028 |
|
|
2022
Q3 | $21K | Buy |
722
+468
| +184% | +$13.6K | ﹤0.01% | 2197 |
|
|
2022
Q2 | $7K | Sell |
254
-47
| -16% | -$1.3K | ﹤0.01% | 2826 |
|
|
2022
Q1 | $11K | Buy |
301
+83
| +38% | +$3.03K | ﹤0.01% | 2439 |
|
|
2021
Q4 | $10K | Buy |
+218
| New | +$10K | ﹤0.01% | 2363 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$2K | – | 2230 |
|
|
2018
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1564 |
|