Curated Wealth Partners’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 | $11.6M | Hold |
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|
2025
Q2 | $10.6M | Hold |
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|
2025
Q1 | $8.57M | Hold |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $9.36M | Hold |
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|
2024
Q2 | $9.7M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $6.88M | Hold |
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|
2023
Q2 | $7.15M | Hold |
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|
2023
Q1 | $5.78M | Sell |
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|
2022
Q4 | $6.89M | Hold |
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|
2022
Q3 | $4.8M | Hold |
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|
2022
Q2 | $4.41M | Hold |
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|
2022
Q1 | $7.09M | Hold |
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|
2021
Q4 | $7.09M | Hold |
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|
2021
Q3 | $6.79M | Hold |
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|
2021
Q2 | $7.68M | Sell |
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|
2021
Q1 | $8.06M | Hold |
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|
2020
Q4 | $6.11M | Buy |
|