Confluence Wealth Services’s Terex TEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$796K Hold
2025
Q1
$588K Hold
2024
Q4
$834K Hold
2024
Q3
$902K Hold
2024
Q2
$935K Hold
2024
Q1
$1.1M Hold
2023
Q4
$979K Hold
2023
Q3
$982K Hold
2023
Q2
$1.02M Sell
2023
Q1
$1.09M Hold
2022
Q4
$960K Hold
2022
Q3
$668K Hold
2022
Q2
$834K Hold
2022
Q1
$801K Hold
2021
Q4
$987K Buy