CWS
Confluence Wealth Services’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Hold |
17,046
| – | – | 0.04% | 196 |
|
|
2025
Q1 | $588K | Hold |
17,046
| – | – | 0.04% | 213 |
|
|
2024
Q4 | $834K | Hold |
17,046
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $902K | Hold |
17,046
| – | – | 0.07% | 156 |
|
|
2024
Q2 | $935K | Hold |
17,046
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $1.1M | Hold |
17,046
| – | – | 0.1% | 118 |
|
|
2023
Q4 | $979K | Hold |
17,046
| – | – | 0.11% | 112 |
|
|
2023
Q3 | $982K | Hold |
17,046
| – | – | 0.19% | 88 |
|
|
2023
Q2 | $1.02M | Sell |
17,046
-5,418
| -24% | -$324K | 0.22% | 86 |
|
|
2023
Q1 | $1.09M | Hold |
22,464
| – | – | 0.25% | 79 |
|
|
2022
Q4 | $960K | Hold |
22,464
| – | – | 0.25% | 85 |
|
|
2022
Q3 | $668K | Hold |
22,464
| – | – | 0.28% | 97 |
|
|
2022
Q2 | $834K | Hold |
22,464
| – | – | 0.37% | 95 |
|
|
2022
Q1 | $801K | Hold |
22,464
| – | – | 0.29% | 98 |
|
|
2021
Q4 | $987K | Buy |
+22,464
| New | +$987K | 0.32% | 77 |
|