Edgestream Partners’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
+33,242
| New | +$1.55M | 0.04% | 576 |
|
|
2025
Q1 | – | Sell |
-77,830
| Closed | -$3.6M | – | 1067 |
|
|
2024
Q4 | $3.6M | Buy |
77,830
+2,849
| +4% | +$132K | 0.15% | 254 |
|
|
2024
Q3 | $3.97M | Buy |
74,981
+6,083
| +9% | +$322K | 0.17% | 190 |
|
|
2024
Q2 | $3.78M | Buy |
68,898
+44,432
| +182% | +$2.44M | 0.18% | 182 |
|
|
2024
Q1 | $1.58M | Sell |
24,466
-6,642
| -21% | -$428K | 0.08% | 396 |
|
|
2023
Q4 | $1.79M | Buy |
31,108
+16,651
| +115% | +$957K | 0.13% | 270 |
|
|
2023
Q3 | $833K | Buy |
+14,457
| New | +$833K | 0.07% | 455 |
|
|
2023
Q2 | – | Sell |
-7,505
| Closed | -$363K | – | 912 |
|
|
2023
Q1 | $363K | Buy |
+7,505
| New | +$363K | 0.04% | 450 |
|
|
2022
Q2 | – | Sell |
-74,808
| Closed | -$2.67M | – | 629 |
|
|
2022
Q1 | $2.67M | Sell |
74,808
-75,502
| -50% | -$2.69M | 0.21% | 161 |
|
|
2021
Q4 | $6.61M | Buy |
150,310
+88,384
| +143% | +$3.88M | 0.41% | 58 |
|
|
2021
Q3 | $2.61M | Sell |
61,926
-129,516
| -68% | -$5.45M | 0.16% | 205 |
|
|
2021
Q2 | $9.12M | Buy |
191,442
+87,065
| +83% | +$4.15M | 0.54% | 52 |
|
|
2021
Q1 | $4.81M | Buy |
+104,377
| New | +$4.81M | 0.27% | 145 |
|
|
2019
Q1 | – | Sell |
-9,721
| Closed | -$268K | – | 291 |
|
|
2018
Q4 | $268K | Buy |
+9,721
| New | +$268K | 0.05% | 204 |
|
|
2018
Q2 | – | Sell |
-8,342
| Closed | -$312K | – | 292 |
|
|
2018
Q1 | $312K | Buy |
+8,342
| New | +$312K | 0.06% | 218 |
|