$TEX icon$

Congress Wealth Management’s Terex TEX Stock Holding History

Congress Wealth Management’s Portfolio TEX Stock Details TEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,022	Closed	-$232K	–	1123
2024 Q4	$232K	Buy	+5,022	New	+$232K	﹤0.01%	823
2024 Q1	–	Sell	-5,022	Closed	-$289K	–	636
2023 Q4	$289K	Buy	+5,022	New	+$289K	0.01%	535