Carson Wealth (CWM LLC)’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $304K | Buy |
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|
2025
Q3 | $271K | Sell |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $2.88M | Buy |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $59K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $36K | Sell |
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|
2022
Q4 | $33K | Buy |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Buy |
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