Creative Planning’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.51M | Buy |
93,269
+46,863
| +101% | +$2.9M | ﹤0.01% | 1120 |
|
|
2025
Q4 | $2.48M | Sell |
46,406
-1,831
| -4% | -$92.5K | ﹤0.01% | 1550 |
|
|
2025
Q3 | $2.47M | Buy |
48,237
+4,384
| +10% | +$223K | ﹤0.01% | 1368 |
|
|
2025
Q2 | $2.05M | Buy |
43,853
+15,779
| +56% | +$660K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $1.06M | Buy |
28,074
+14,356
| +105% | +$627K | ﹤0.01% | 1670 |
|
|
2024
Q4 | $634K | Sell |
13,718
-6,280
| -31% | -$327K | ﹤0.01% | 2012 |
|
|
2024
Q3 | $1.06M | Buy |
19,998
+2,664
| +15% | +$147K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $951K | Buy |
17,334
+2,708
| +19% | +$161K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $942K | Buy |
14,626
+2,261
| +18% | +$133K | ﹤0.01% | 1375 |
|
|
2023
Q4 | $711K | Buy |
12,365
+3,424
| +38% | +$177K | ﹤0.01% | 1463 |
|
|
2023
Q3 | $515K | Buy |
8,941
+1,501
| +20% | +$89.5K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $445K | Buy |
7,440
+2,490
| +50% | +$124K | ﹤0.01% | 1638 |
|
|
2023
Q1 | $239K | Buy |
+4,950
| New | +$253K | ﹤0.01% | 1985 |
|
|
2019
Q2 | – | Sell |
-8,187
| Closed | -$263K | – | 2119 |
|
|
2019
Q1 | $263K | Buy |
8,187
+195
| +2% | +$6.18K | ﹤0.01% | 1405 |
|
|
2018
Q4 | $220K | Sell |
7,992
-154
| -2% | -$4.92K | ﹤0.01% | 1427 |
|
|
2018
Q3 | $325K | Sell |
8,146
-1,000
| -11% | -$40.7K | ﹤0.01% | 1352 |
|
|
2018
Q2 | $386K | Buy |
9,146
+29
| +0.3% | +$1.15K | ﹤0.01% | 1217 |
|
|
2018
Q1 | $341K | Buy |
9,117
+1,006
| +12% | +$43.6K | ﹤0.01% | 1276 |
|
|
2017
Q4 | $391K | Sell |
8,111
-53
| -0.6% | -$2.44K | ﹤0.01% | 1211 |
|
|
2017
Q3 | $368K | Sell |
8,164
-4,000
| -33% | -$158K | ﹤0.01% | 1208 |
|
|
2017
Q2 | $456K | Buy |
12,164
+2,943
| +32% | +$99.6K | ﹤0.01% | 1065 |
|
|
2017
Q1 | $290K | Buy |
9,221
+307
| +3% | +$9.64K | ﹤0.01% | 1284 |
|
|
2016
Q4 | $281K | Buy |
8,914
+50
| +0.6% | +$1.39K | ﹤0.01% | 1223 |
|
|
2016
Q3 | $225K | Buy |
8,864
+264
| +3% | +$6.16K | ﹤0.01% | 1336 |
|
|
2016
Q2 | $175K | Buy |
8,600
+1,000
| +13% | +$22.9K | ﹤0.01% | 1317 |
|
|
2016
Q1 | $189K | Sell |
7,600
-15,900
| -68% | -$333K | ﹤0.01% | 1241 |
|
|
2015
Q4 | $434K | Buy |
23,500
+250
| +1% | +$4.94K | ﹤0.01% | 835 |
|
|
2015
Q3 | $417K | Buy |
23,250
+4,300
| +23% | +$93.8K | ﹤0.01% | 808 |
|
|
2015
Q2 | $441K | Buy |
18,950
+192
| +1% | +$5.07K | ﹤0.01% | 704 |
|
|
2015
Q1 | $499K | Buy |
18,758
+1,600
| +9% | +$40.4K | ﹤0.01% | 737 |
|
|
2014
Q4 | $478K | Buy |
17,158
+920
| +6% | +$26.3K | 0.01% | 716 |
|
|
2014
Q3 | $516K | Buy |
16,238
+959
| +6% | +$35.1K | 0.01% | 644 |
|
|
2014
Q2 | $628K | Sell |
15,279
-56
| -0.4% | -$2.28K | 0.01% | 553 |
|
|
2014
Q1 | $679K | Sell |
15,335
-3,073
| -17% | -$129K | 0.01% | 508 |
|
|
2013
Q4 | $773K | Sell |
18,408
-16,700
| -48% | -$605K | 0.01% | 377 |
|
|
2013
Q3 | $1.18M | Sell |
35,108
-300
| -0.8% | -$9.09K | 0.02% | 235 |
|
|
2013
Q2 | $931K | Buy |
+35,408
| New | +$1.09M | 0.02% | 247 |
|
Other funds holding TEX
VPM
VCM
