Cerity Partners’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
10,766
+1,838
| +21% | +$85.8K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $337K | Sell |
8,928
-2,002
| -18% | -$75.6K | ﹤0.01% | 1959 |
|
|
2024
Q4 | $541K | Sell |
10,930
-13,795
| -56% | -$683K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $1.31M | Buy |
24,725
+18,999
| +332% | +$1.01M | ﹤0.01% | 1283 |
|
|
2024
Q2 | $314K | Sell |
5,726
-1,275
| -18% | -$69.9K | ﹤0.01% | 1790 |
|
|
2024
Q1 | $451K | Buy |
7,001
+1,224
| +21% | +$78.8K | ﹤0.01% | 1648 |
|
|
2023
Q4 | $332K | Buy |
5,777
+1,536
| +36% | +$88.3K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $244K | Sell |
4,241
-1,582
| -27% | -$91.2K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $348K | Buy |
+5,823
| New | +$348K | ﹤0.01% | 1330 |
|