Charles Schwab’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 | $95.2M | Buy |
1,610,820
+545,083
| +51% | +$33.8M | 0.01% | 752 |
|
|
2025
Q4 | $56.9M | Buy |
1,065,737
+12,456
| +1% | +$629K | 0.01% | 1063 |
|
|
2025
Q3 | $54M | Buy |
1,053,281
+16,442
| +2% | +$837K | 0.01% | 1118 |
|
|
2025
Q2 | $48.4M | Buy |
1,036,839
+15,135
| +1% | +$633K | 0.01% | 1124 |
|
|
2025
Q1 | $38.6M | Buy |
1,021,704
+39,068
| +4% | +$1.71M | 0.01% | 1245 |
|
|
2024
Q4 | $45.4M | Buy |
982,636
+41,758
| +4% | +$2.18M | 0.01% | 1199 |
|
|
2024
Q3 | $49.8M | Sell |
940,878
-26,236
| -3% | -$1.45M | 0.01% | 1125 |
|
|
2024
Q2 | $53M | Buy |
967,114
+10,128
| +1% | +$601K | 0.01% | 1029 |
|
|
2024
Q1 | $61.6M | Buy |
956,986
+35,001
| +4% | +$2.05M | 0.01% | 873 |
|
|
2023
Q4 | $53M | Buy |
921,985
+42,364
| +5% | +$2.19M | 0.01% | 937 |
|
|
2023
Q3 | $50.7M | Sell |
879,621
-6,950
| -0.8% | -$414K | 0.01% | 872 |
|
|
2023
Q2 | $53M | Sell |
886,571
-19,558
| -2% | -$970K | 0.02% | 827 |
|
|
2023
Q1 | $43.8M | Sell |
906,129
-753
| -0.1% | -$38.5K | 0.01% | 924 |
|
|
2022
Q4 | $38.7M | Buy |
906,882
+2,078
| +0.2% | +$83.7K | 0.01% | 974 |
|
|
2022
Q3 | $26.9M | Buy |
904,804
+32,703
| +4% | +$1.07M | 0.01% | 1172 |
|
|
2022
Q2 | $23.9M | Buy |
872,101
+15,361
| +2% | +$511K | 0.01% | 1264 |
|
|
2022
Q1 | $30.6M | Sell |
856,740
-19,887
| -2% | -$823K | 0.01% | 1212 |
|
|
2021
Q4 | $38.5M | Buy |
876,627
+58,000
| +7% | +$2.6M | 0.01% | 1088 |
|
|
2021
Q3 | $34.5M | Sell |
818,627
-48,601
| -6% | -$2.3M | 0.01% | 1116 |
|
|
2021
Q2 | $41.3M | Sell |
867,228
-2,996
| -0.3% | -$146K | 0.01% | 1009 |
|
|
2021
Q1 | $40.1M | Sell |
870,224
-24,218
| -3% | -$993K | 0.01% | 977 |
|
|
2020
Q4 | $31.2M | Sell |
894,442
-53,549
| -6% | -$1.58M | 0.01% | 1075 |
|
|
2020
Q3 | $18.4M | Sell |
947,991
-64,633
| -6% | -$1.26M | 0.01% | 1260 |
|
|
2020
Q2 | $19M | Sell |
1,012,624
-126,931
| -11% | -$2.02M | 0.01% | 1223 |
|
|
2020
Q1 | $16.4M | Buy |
1,139,555
+624,095
| +121% | +$14.1M | 0.01% | 1144 |
|
|
2019
Q4 | $15.4M | Buy |
515,460
+14,138
| +3% | +$397K | 0.01% | 1393 |
|
|
2019
Q3 | $13M | Buy |
501,322
+42,047
| +9% | +$1.16M | 0.01% | 1429 |
|
|
2019
Q2 | $14.4M | Buy |
459,275
+146,378
| +47% | +$4.49M | 0.01% | 1372 |
|
|
2019
Q1 | $10.1M | Sell |
312,897
-17,580
| -5% | -$557K | 0.01% | 1581 |
|
|
2018
Q4 | $9.11M | Buy |
330,477
+2,745
| +0.8% | +$87.8K | 0.01% | 1517 |
|
|
2018
Q3 | $13.1M | Sell |
327,732
-6,029
| -2% | -$245K | 0.01% | 1457 |
|
|
2018
Q2 | $14.1M | Sell |
333,761
-9,980
| -3% | -$396K | 0.01% | 1354 |
|
|
2018
Q1 | $12.9M | Buy |
343,741
+4,803
| +1% | +$208K | 0.01% | 1316 |
|
|
2017
Q4 | $16.3M | Sell |
338,938
-13,468
| -4% | -$620K | 0.01% | 1132 |
|
|
2017
Q3 | $15.9M | Sell |
352,406
-5,367
| -2% | -$212K | 0.01% | 1099 |
|
|
2017
Q2 | $13.4M | Buy |
357,773
+11,048
| +3% | +$374K | 0.01% | 1133 |
|
|
2017
Q1 | $10.9M | Buy |
346,725
+31,230
| +10% | +$981K | 0.01% | 1261 |
|
|
2016
Q4 | $9.95M | Buy |
315,495
+24,594
| +8% | +$682K | 0.01% | 1255 |
|
|
2016
Q3 | $7.39M | Buy |
290,901
+52,764
| +22% | +$1.23M | 0.01% | 1384 |
|
|
2016
Q2 | $4.84M | Sell |
238,137
-167,639
| -41% | -$3.83M | 0.01% | 1580 |
|
|
2016
Q1 | $10.1M | Buy |
405,776
+17,194
| +4% | +$360K | 0.01% | 1049 |
|
|
2015
Q4 | $7.18M | Buy |
388,582
+23,862
| +7% | +$472K | 0.01% | 1262 |
|
|
2015
Q3 | $6.54M | Sell |
364,720
-42,099
| -10% | -$918K | 0.01% | 1297 |
|
|
2015
Q2 | $9.46M | Buy |
406,819
+56,107
| +16% | +$1.48M | 0.01% | 1081 |
|
|
2015
Q1 | $9.33M | Buy |
350,712
+18,411
| +6% | +$465K | 0.01% | 1041 |
|
|
2014
Q4 | $9.27M | Buy |
332,301
+15,575
| +5% | +$445K | 0.01% | 949 |
|
|
2014
Q3 | $10.1M | Buy |
316,726
+2,015
| +0.6% | +$73.7K | 0.02% | 830 |
|
|
2014
Q2 | $12.9M | Buy |
314,711
+63,046
| +25% | +$2.56M | 0.02% | 655 |
|
|
2014
Q1 | $11.1M | Buy |
251,665
+2,632
| +1% | +$111K | 0.02% | 719 |
|
|
2013
Q4 | $10.5M | Sell |
249,033
-11,567
| -4% | -$419K | 0.02% | 693 |
|
|
2013
Q3 | $8.85M | Buy |
260,600
+69,451
| +36% | +$2.11M | 0.02% | 721 |
|
|
2013
Q2 | $5.15M | Buy |
+191,149
| New | +$5.9M | 0.01% | 1022 |
|
Other funds holding TEX
VPM
VCM
