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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.47M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $239K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $386K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $391K | Sell |
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|
2017
Q3 | $368K | Sell |
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|
2017
Q2 | $456K | Buy |
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|
2017
Q1 | $290K | Buy |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $175K | Buy |
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|
2016
Q1 | $189K | Sell |
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|
2015
Q4 | $434K | Buy |
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|
2015
Q3 | $417K | Buy |
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|
2015
Q2 | $441K | Buy |
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|
2015
Q1 | $499K | Buy |
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|
2014
Q4 | $478K | Buy |
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|
2014
Q3 | $516K | Buy |
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|
2014
Q2 | $628K | Sell |
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|
2014
Q1 | $679K | Sell |
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|
2013
Q4 | $773K | Sell |
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|
2013
Q3 | $1.18M | Sell |
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|
2013
Q2 | $931K | Buy |
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