Kovitz Investment Group 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 | $1.3M | Sell |
27,929
-135
| -0.5% | -$6.3K | 0.01% | 732 |
|
|
2025
Q1 | $1.06M | Sell |
28,064
-38,114
| -58% | -$1.44M | 0.01% | 722 |
|
|
2024
Q4 | $3.06M | Sell |
66,178
-1,599
| -2% | -$74K | 0.02% | 496 |
|
|
2024
Q3 | $3.58M | Buy |
67,777
+26,931
| +66% | +$1.42M | 0.03% | 393 |
|
|
2024
Q2 | $2.24M | Buy |
40,846
+36,686
| +882% | +$2.01M | 0.02% | 415 |
|
|
2024
Q1 | $268K | Sell |
4,160
-174
| -4% | -$11.2K | ﹤0.01% | 595 |
|
|
2023
Q4 | $249K | Sell |
4,334
-114
| -3% | -$6.55K | ﹤0.01% | 379 |
|
|
2023
Q3 | $256K | Sell |
4,448
-13
| -0.3% | -$749 | ﹤0.01% | 364 |
|
|
2023
Q2 | $267K | Sell |
4,461
-118
| -3% | -$7.06K | ﹤0.01% | 373 |
|
|
2023
Q1 | $222K | Buy |
+4,579
| New | +$222K | ﹤0.01% | 396 |
|