Cherry Tree Wealth Management’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7K | Sell |
165
-100
| -38% | -$4.67K | ﹤0.01% | 443 |
|
|
2025
Q1 | $10K | Hold |
265
| – | – | ﹤0.01% | 420 |
|
|
2024
Q4 | $12.2K | Hold |
265
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $14K | Hold |
265
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $14.5K | Hold |
265
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $17.1K | Hold |
265
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $15.2K | Buy |
+265
| New | +$15.2K | ﹤0.01% | 325 |
|