CIBC Private Wealth Group’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 | $19.9K | Buy |
372
+189
| +103% | +$9.54K | ﹤0.01% | 2165 |
|
|
2025
Q3 | $9.39K | Buy |
183
+35
| +24% | +$1.78K | ﹤0.01% | 2403 |
|
|
2025
Q2 | $6.91K | Hold |
148
| – | – | ﹤0.01% | 2376 |
|
|
2025
Q1 | $4.77K | Hold |
148
| – | – | ﹤0.01% | 2469 |
|
|
2024
Q4 | $6.65K | Hold |
148
| – | – | ﹤0.01% | 2393 |
|
|
2024
Q3 | $7.83K | Sell |
148
-107
| -42% | -$5.91K | ﹤0.01% | 2472 |
|
|
2024
Q2 | $13.6K | Hold |
255
| – | – | ﹤0.01% | 2182 |
|
|
2024
Q1 | $16.1K | Buy |
+255
| New | +$15K | ﹤0.01% | 2117 |
|
|
2023
Q3 | – | Sell |
-10,552
| Closed | -$631K | – | 1127 |
|
|
2023
Q2 | $631K | Buy |
10,552
+404
| +4% | +$20K | ﹤0.01% | 653 |
|
|
2023
Q1 | $491K | Sell |
10,148
-2,997
| -23% | -$153K | ﹤0.01% | 710 |
|
|
2022
Q4 | $562 | Buy |
13,145
+2,997
| +30% | +$121K | ﹤0.01% | 788 |
|
|
2022
Q3 | $302K | Hold |
10,148
| – | – | ﹤0.01% | 787 |
|
|
2022
Q2 | $278K | Hold |
10,148
| – | – | ﹤0.01% | 811 |
|
|
2022
Q1 | $362K | Hold |
10,148
| – | – | ﹤0.01% | 816 |
|
|
2021
Q4 | $446K | Hold |
10,148
| – | – | ﹤0.01% | 794 |
|
|
2021
Q3 | $427K | Hold |
10,148
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $483K | Hold |
10,148
| – | – | ﹤0.01% | 807 |
|
|
2021
Q1 | $468K | Hold |
10,148
| – | – | ﹤0.01% | 816 |
|
|
2020
Q4 | $354K | Buy |
+10,148
| New | +$300K | ﹤0.01% | 838 |
|
|
2018
Q3 | – | Sell |
-148
| Closed | -$6K | – | 1650 |
|
|
2018
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q1 | $6K | Buy |
148
+28
| +23% | +$1.22K | ﹤0.01% | 1639 |
|
|
2017
Q4 | $6K | Buy |
+120
| New | +$5.53K | ﹤0.01% | 1658 |
|
Other funds holding TEX
