Creative Planning’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
43,853
+15,779
| +56% | +$737K | ﹤0.01% | 1288 |
|
|
2025
Q1 | $1.06M | Buy |
28,074
+14,356
| +105% | +$542K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $634K | Sell |
13,718
-6,280
| -31% | -$290K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $1.06M | Buy |
19,998
+2,664
| +15% | +$141K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $951K | Buy |
17,334
+2,708
| +19% | +$149K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $942K | Buy |
14,626
+2,261
| +18% | +$146K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $711K | Buy |
12,365
+3,424
| +38% | +$197K | ﹤0.01% | 1459 |
|
|
2023
Q3 | $515K | Buy |
8,941
+1,501
| +20% | +$86.5K | ﹤0.01% | 1550 |
|
|
2023
Q2 | $445K | Buy |
7,440
+2,490
| +50% | +$149K | ﹤0.01% | 1632 |
|
|
2023
Q1 | $239K | Buy |
+4,950
| New | +$239K | ﹤0.01% | 1978 |
|
|
2019
Q2 | – | Sell |
-8,187
| Closed | -$263K | – | 1959 |
|
|
2019
Q1 | $263K | Buy |
8,187
+195
| +2% | +$6.26K | ﹤0.01% | 1396 |
|
|
2018
Q4 | $220K | Sell |
7,992
-154
| -2% | -$4.24K | ﹤0.01% | 1420 |
|
|
2018
Q3 | $325K | Sell |
8,146
-1,000
| -11% | -$39.9K | ﹤0.01% | 1341 |
|
|
2018
Q2 | $386K | Buy |
9,146
+29
| +0.3% | +$1.22K | ﹤0.01% | 1207 |
|
|
2018
Q1 | $341K | Buy |
9,117
+1,006
| +12% | +$37.6K | ﹤0.01% | 1264 |
|
|
2017
Q4 | $391K | Sell |
8,111
-53
| -0.6% | -$2.56K | ﹤0.01% | 1201 |
|
|
2017
Q3 | $368K | Sell |
8,164
-4,000
| -33% | -$180K | ﹤0.01% | 1199 |
|
|
2017
Q2 | $456K | Buy |
12,164
+2,943
| +32% | +$110K | ﹤0.01% | 1056 |
|
|
2017
Q1 | $290K | Buy |
9,221
+307
| +3% | +$9.66K | ﹤0.01% | 1275 |
|
|
2016
Q4 | $281K | Buy |
8,914
+50
| +0.6% | +$1.58K | ﹤0.01% | 1215 |
|
|
2016
Q3 | $225K | Buy |
8,864
+264
| +3% | +$6.7K | ﹤0.01% | 1330 |
|
|
2016
Q2 | $175K | Buy |
8,600
+1,000
| +13% | +$20.3K | ﹤0.01% | 1311 |
|
|
2016
Q1 | $189K | Sell |
7,600
-15,900
| -68% | -$395K | ﹤0.01% | 1237 |
|
|
2015
Q4 | $434K | Buy |
23,500
+250
| +1% | +$4.62K | ﹤0.01% | 830 |
|
|
2015
Q3 | $417K | Buy |
23,250
+4,300
| +23% | +$77.1K | ﹤0.01% | 805 |
|
|
2015
Q2 | $441K | Buy |
18,950
+192
| +1% | +$4.47K | ﹤0.01% | 702 |
|
|
2015
Q1 | $499K | Buy |
18,758
+1,600
| +9% | +$42.6K | ﹤0.01% | 736 |
|
|
2014
Q4 | $478K | Buy |
17,158
+920
| +6% | +$25.6K | 0.01% | 715 |
|
|
2014
Q3 | $516K | Buy |
16,238
+959
| +6% | +$30.5K | 0.01% | 643 |
|
|
2014
Q2 | $628K | Sell |
15,279
-56
| -0.4% | -$2.3K | 0.01% | 552 |
|
|
2014
Q1 | $679K | Sell |
15,335
-3,073
| -17% | -$136K | 0.01% | 508 |
|
|
2013
Q4 | $773K | Sell |
18,408
-16,700
| -48% | -$701K | 0.01% | 377 |
|
|
2013
Q3 | $1.18M | Sell |
35,108
-300
| -0.8% | -$10.1K | 0.02% | 235 |
|
|
2013
Q2 | $931K | Buy |
+35,408
| New | +$931K | 0.02% | 247 |
|