Greenwich Wealth Management’s Terex TEX Stock Holding History

Greenwich Wealth Management’s Portfolio TEX Stock Details TEX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.96M	Buy	63,321 +397	+0.6%	+$18.5K	0.14%	70
2025 Q1	$2.38M	Buy	62,924 +486	+0.8%	+$18.4K	0.18%	65
2024 Q4	$2.89M	Buy	62,438 +67	+0.1%	+$3.1K	0.2%	58
2024 Q3	$3.3M	Buy	62,371 +181	+0.3%	+$9.58K	0.22%	51
2024 Q2	$3.41M	Sell	62,190 -84	-0.1%	-$4.61K	0.25%	48
2024 Q1	$4.01M	Buy	62,274 +604	+1%	+$38.9K	0.32%	45
2023 Q4	$3.54M	Buy	61,670 +209	+0.3%	+$12K	0.35%	43
2023 Q3	$3.54M	Sell	61,461 -322	-0.5%	-$18.6K	0.37%	42
2023 Q2	$3.7M	Buy	61,783 +38	+0.1%	+$2.27K	0.39%	44
2023 Q1	$2.99M	Sell	61,745 -289	-0.5%	-$14K	0.33%	48
2022 Q4	$2.65M	Buy	62,034 +657	+1%	+$28.1K	0.29%	53
2022 Q3	$1.83M	Sell	61,377 -1	-0%	-$30	0.19%	74
2022 Q2	$1.68M	Buy	61,378 +1	+0%	+$27	0.22%	79
2022 Q1	$2.19M	Hold	61,377	–	–	0.22%	70
2021 Q4	$2.7M	Buy	61,377 +1	+0%	+$44	0.22%	57
2021 Q3	$2.58M	Hold	61,376	–	–	0.22%	58
2021 Q2	$2.92M	Hold	61,376	–	–	0.25%	52
2021 Q1	$2.83M	Sell	61,376 -1	-0%	-$46	0.23%	50
2020 Q4	$2.14M	Hold	61,377	–	–	0.19%	64
2020 Q3	$1.19M	Buy	61,377 +1	+0%	+$19	0.21%	77
2020 Q2	$1.15M	Hold	61,376	–	–	0.22%	79
2020 Q1	$881K	Hold	61,376	–	–	0.19%	80
2019 Q4	$1.83M	Hold	61,376	–	–	0.37%	59
2019 Q3	$1.59M	Sell	61,376 -1	-0%	-$26	0.31%	64
2019 Q2	$1.93M	Hold	61,377	–	–	0.33%	54
2019 Q1	$1.97M	Hold	61,377	–	–	0.35%	53
2018 Q4	$1.69M	Hold	61,377	–	–	0.34%	53
2018 Q3	$2.45M	Hold	61,377	–	–	0.43%	46
2018 Q2	$2.59M	Sell	61,377 -156	-0.3%	-$6.58K	0.46%	42
2018 Q1	$2.3M	Hold	61,533	–	–	0.36%	46
2017 Q4	$2.97M	Sell	61,533 -1	-0%	-$48	0.5%	38
2017 Q3	$2.77M	Sell	61,534 -7,345	-11%	-$331K	0.48%	39
2017 Q2	$2.58M	Hold	68,879	–	–	0.43%	50
2017 Q1	$2.16M	Buy	68,879 +159	+0.2%	+$4.99K	0.29%	54
2016 Q4	$2.17M	Hold	68,720	–	–	0.27%	56
2016 Q3	$1.75M	Hold	68,720	–	–	0.31%	61
2016 Q2	$1.4M	Hold	68,720	–	–	0.34%	63
2016 Q1	$1.71M	Sell	68,720 -24,480	-26%	-$609K	0.44%	53
2015 Q4	$1.72M	Hold	93,200	–	–	0.42%	53
2015 Q3	$1.67M	Sell	93,200 -106,800	-53%	-$1.92M	0.4%	67
2015 Q2	$4.65M	Hold	200,000	–	–	0.59%	59
2015 Q1	$5.32M	Hold	200,000	–	–	0.6%	53
2014 Q4	$5.58M	Hold	200,000	–	–	0.37%	60
2014 Q3	$6.35M	Hold	200,000	–	–	0.43%	61
2014 Q2	$8.22M	Hold	200,000	–	–	0.55%	52
2014 Q1	$8.86M	Hold	200,000	–	–	0.62%	46
2013 Q4	$8.4M	Hold	200,000	–	–	0.85%	46
2013 Q3	$6.72M	Hold	200,000	–	–	0.48%	53
2013 Q2	$5.26M	Buy	+200,000	New	+$5.26M	0.39%	62