
Ken Fisher’s Terex TEX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95.1M | Sell |
2,037,746
-44,602
| -2% | -$2.08M | 0.04% | 162 |
|
2025
Q1 | $78.7M | Buy |
2,082,348
+191,723
| +10% | +$7.24M | 0.03% | 173 |
|
2024
Q4 | $87.4M | Buy |
1,890,625
+41,685
| +2% | +$1.93M | 0.03% | 176 |
|
2024
Q3 | $97.8M | Buy |
1,848,940
+4,517
| +0.2% | +$239K | 0.04% | 161 |
|
2024
Q2 | $101M | Buy |
1,844,423
+25,293
| +1% | +$1.39M | 0.04% | 162 |
|
2024
Q1 | $117M | Buy |
1,819,130
+54,469
| +3% | +$3.51M | 0.05% | 160 |
|
2023
Q4 | $101M | Sell |
1,764,661
-323,093
| -15% | -$18.6M | 0.05% | 164 |
|
2023
Q3 | $120M | Sell |
2,087,754
-58,441
| -3% | -$3.37M | 0.07% | 180 |
|
2023
Q2 | $128M | Buy |
2,146,195
+7,051
| +0.3% | +$422K | 0.07% | 180 |
|
2023
Q1 | $103M | Sell |
2,139,144
-115,693
| -5% | -$5.6M | 0.06% | 191 |
|
2022
Q4 | $96.3M | Sell |
2,254,837
-25,889
| -1% | -$1.11M | 0.07% | 182 |
|
2022
Q3 | $67.8M | Buy |
2,280,726
+335
| +0% | +$9.96K | 0.05% | 208 |
|
2022
Q2 | $62.4M | Buy |
2,280,391
+66,373
| +3% | +$1.82M | 0.04% | 199 |
|
2022
Q1 | $79M | Sell |
2,214,018
-40,608
| -2% | -$1.45M | 0.05% | 193 |
|
2021
Q4 | $99.1M | Sell |
2,254,626
-33,493
| -1% | -$1.47M | 0.06% | 185 |
|
2021
Q3 | $96.3M | Sell |
2,288,119
-38,817
| -2% | -$1.63M | 0.06% | 175 |
|
2021
Q2 | $111M | Sell |
2,326,936
-111,728
| -5% | -$5.32M | 0.07% | 160 |
|
2021
Q1 | $112M | Sell |
2,438,664
-127,654
| -5% | -$5.88M | 0.08% | 152 |
|
2020
Q4 | $89.5M | Sell |
2,566,318
-30,680
| -1% | -$1.07M | 0.07% | 174 |
|
2020
Q3 | $50.3M | Sell |
2,596,998
-60,141
| -2% | -$1.16M | 0.04% | 208 |
|
2020
Q2 | $49.9M | Buy |
2,657,139
+686,025
| +35% | +$12.9M | 0.05% | 200 |
|
2020
Q1 | $28.3M | Sell |
1,971,114
-143,756
| -7% | -$2.06M | 0.04% | 217 |
|
2019
Q4 | $63M | Sell |
2,114,870
-391,926
| -16% | -$11.7M | 0.06% | 173 |
|
2019
Q3 | $65.1M | Buy |
2,506,796
+481,032
| +24% | +$12.5M | 0.07% | 167 |
|
2019
Q2 | $63.6M | Sell |
2,025,764
-63,058
| -3% | -$1.98M | 0.07% | 177 |
|
2019
Q1 | $67.1M | Sell |
2,088,822
-142,539
| -6% | -$4.58M | 0.08% | 164 |
|
2018
Q4 | $61.5M | Buy |
2,231,361
+35,282
| +2% | +$973K | 0.08% | 156 |
|
2018
Q3 | $87.6M | Buy |
2,196,079
+1,863,038
| +559% | +$74.4M | 0.11% | 140 |
|
2018
Q2 | $14.1M | Sell |
333,041
-12,068
| -3% | -$509K | 0.02% | 322 |
|
2018
Q1 | $12.9M | Sell |
345,109
-25,007
| -7% | -$936K | 0.02% | 316 |
|
2017
Q4 | $17.8M | Sell |
370,116
-15,488
| -4% | -$747K | 0.02% | 291 |
|
2017
Q3 | $17.4M | Sell |
385,604
-1,595
| -0.4% | -$71.8K | 0.02% | 285 |
|
2017
Q2 | $14.5M | Buy |
387,199
+837
| +0.2% | +$31.4K | 0.02% | 298 |
|
2017
Q1 | $12.1M | Sell |
386,362
-32,805
| -8% | -$1.03M | 0.02% | 287 |
|
2016
Q4 | $13.2M | Sell |
419,167
-22,438
| -5% | -$707K | 0.02% | 281 |
|
2016
Q3 | $11.2M | Buy |
441,605
+15,043
| +4% | +$382K | 0.02% | 289 |
|
2016
Q2 | $8.83M | Buy |
426,562
+19,476
| +5% | +$403K | 0.02% | 301 |
|
2016
Q1 | $9.91M | Sell |
407,086
-9,039
| -2% | -$220K | 0.02% | 292 |
|
2015
Q4 | $7.69M | Sell |
416,125
-6,022
| -1% | -$111K | 0.01% | 317 |
|
2015
Q3 | $7.57M | Buy |
422,147
+27,485
| +7% | +$493K | 0.02% | 306 |
|
2015
Q2 | $9.18M | Sell |
394,662
-2,175
| -0.5% | -$50.6K | 0.02% | 296 |
|
2015
Q1 | $10.6M | Buy |
396,837
+13,875
| +4% | +$369K | 0.02% | 290 |
|
2014
Q4 | $10.7M | Sell |
382,962
-6,679
| -2% | -$186K | 0.02% | 282 |
|
2014
Q3 | $12.4M | Buy |
389,641
+3,892
| +1% | +$124K | 0.03% | 253 |
|
2014
Q2 | $15.9M | Buy |
385,749
+10,464
| +3% | +$430K | 0.03% | 234 |
|
2014
Q1 | $16.6M | Sell |
375,285
-8,870
| -2% | -$393K | 0.04% | 214 |
|
2013
Q4 | $16.1M | Buy |
+384,155
| New | +$16.1M | 0.04% | 225 |
|