Envestnet Asset Management’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
22,596
-1,193
| -5% | -$55.7K | ﹤0.01% | 3253 |
|
|
2025
Q1 | $899K | Sell |
23,789
-12,882
| -35% | -$487K | ﹤0.01% | 3276 |
|
|
2024
Q4 | $1.69M | Buy |
36,671
+237
| +0.7% | +$11K | ﹤0.01% | 2805 |
|
|
2024
Q3 | $1.93M | Sell |
36,434
-63,974
| -64% | -$3.38M | ﹤0.01% | 2681 |
|
|
2024
Q2 | $5.51M | Buy |
100,408
+9,530
| +10% | +$523K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $5.85M | Buy |
90,878
+6,693
| +8% | +$431K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $4.84M | Sell |
84,185
-8,670
| -9% | -$498K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $5.35M | Buy |
92,855
+27,074
| +41% | +$1.56M | ﹤0.01% | 1747 |
|
|
2023
Q2 | $3.94M | Sell |
65,781
-273,048
| -81% | -$16.3M | ﹤0.01% | 1846 |
|
|
2023
Q1 | $2.99M | Buy |
338,829
+318,846
| +1,596% | +$2.81M | ﹤0.01% | 1942 |
|
|
2022
Q4 | $854K | Buy |
19,983
+3,996
| +25% | +$171K | ﹤0.01% | 2763 |
|
|
2022
Q3 | $475K | Buy |
15,987
+1,997
| +14% | +$59.3K | ﹤0.01% | 3054 |
|
|
2022
Q2 | $383K | Buy |
13,990
+151
| +1% | +$4.13K | ﹤0.01% | 3211 |
|
|
2022
Q1 | $493K | Sell |
13,839
-731
| -5% | -$26K | ﹤0.01% | 3131 |
|
|
2021
Q4 | $640K | Buy |
14,570
+3,399
| +30% | +$149K | ﹤0.01% | 2917 |
|
|
2021
Q3 | $470K | Buy |
11,171
+4,160
| +59% | +$175K | ﹤0.01% | 2995 |
|
|
2021
Q2 | $334K | Sell |
7,011
-1,686
| -19% | -$80.3K | ﹤0.01% | 3225 |
|
|
2021
Q1 | $401K | Sell |
8,697
-2,336
| -21% | -$108K | ﹤0.01% | 2975 |
|
|
2020
Q4 | $385K | Sell |
11,033
-568
| -5% | -$19.8K | ﹤0.01% | 2790 |
|
|
2020
Q3 | $225K | Buy |
+11,601
| New | +$225K | ﹤0.01% | 2865 |
|
|
2020
Q2 | – | Sell |
-18,794
| Closed | -$270K | – | 3170 |
|
|
2020
Q1 | $270K | Buy |
18,794
+620
| +3% | +$8.91K | ﹤0.01% | 2597 |
|
|
2019
Q4 | $541K | Buy |
18,174
+6,473
| +55% | +$193K | ﹤0.01% | 2411 |
|
|
2019
Q3 | $304K | Sell |
11,701
-13,282
| -53% | -$345K | ﹤0.01% | 2663 |
|
|
2019
Q2 | $784K | Buy |
24,983
+1,565
| +7% | +$49.1K | ﹤0.01% | 2106 |
|
|
2019
Q1 | $752K | Buy |
23,418
+6,370
| +37% | +$205K | ﹤0.01% | 2072 |
|
|
2018
Q4 | $470K | Buy |
+17,048
| New | +$470K | ﹤0.01% | 2188 |
|
|
2018
Q3 | – | Sell |
-3,331
| Closed | -$141K | – | 2475 |
|
|
2018
Q2 | $141K | Buy |
3,331
+132
| +4% | +$5.59K | ﹤0.01% | 1844 |
|
|
2018
Q1 | $120K | Buy |
3,199
+701
| +28% | +$26.3K | ﹤0.01% | 1845 |
|
|
2017
Q4 | $121K | Sell |
2,498
-96
| -4% | -$4.65K | ﹤0.01% | 2041 |
|
|
2017
Q3 | $117K | Sell |
2,594
-73
| -3% | -$3.29K | ﹤0.01% | 2032 |
|
|
2017
Q2 | $100K | Sell |
2,667
-673
| -20% | -$25.2K | ﹤0.01% | 2137 |
|
|
2017
Q1 | $104K | Sell |
3,340
-3,345
| -50% | -$104K | ﹤0.01% | 2173 |
|
|
2016
Q4 | $212K | Buy |
6,685
+1,111
| +20% | +$35.2K | ﹤0.01% | 1871 |
|
|
2016
Q3 | $142K | Buy |
5,574
+395
| +8% | +$10.1K | ﹤0.01% | 2179 |
|
|
2016
Q2 | $105K | Sell |
5,179
-241
| -4% | -$4.89K | ﹤0.01% | 2410 |
|
|
2016
Q1 | $135K | Sell |
5,420
-4,140
| -43% | -$103K | ﹤0.01% | 2270 |
|
|
2015
Q4 | $177K | Sell |
9,560
-1,364
| -12% | -$25.3K | ﹤0.01% | 2093 |
|
|
2015
Q3 | $196K | Buy |
10,924
+558
| +5% | +$10K | ﹤0.01% | 2012 |
|
|
2015
Q2 | $241K | Buy |
10,366
+173
| +2% | +$4.02K | ﹤0.01% | 2047 |
|
|
2015
Q1 | $271K | Buy |
10,193
+9,807
| +2,541% | +$261K | ﹤0.01% | 1825 |
|
|
2014
Q4 | $11K | Buy |
386
+23
| +6% | +$655 | ﹤0.01% | 1939 |
|
|
2014
Q3 | $12K | Sell |
363
-324
| -47% | -$10.7K | ﹤0.01% | 2058 |
|
|
2014
Q2 | $28K | Buy |
687
+166
| +32% | +$6.77K | ﹤0.01% | 1652 |
|
|
2014
Q1 | $23K | Buy |
521
+131
| +34% | +$5.78K | ﹤0.01% | 1614 |
|
|
2013
Q4 | $16K | Buy |
390
+263
| +207% | +$10.8K | ﹤0.01% | 1580 |
|
|
2013
Q3 | $4K | Sell |
127
-349
| -73% | -$11K | ﹤0.01% | 1999 |
|
|
2013
Q2 | $13K | Buy |
+476
| New | +$13K | ﹤0.01% | 1577 |
|