Liberty Capital Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $446K | Hold |
8,356
| – | – | 0.08% | 123 |
|
|
2025
Q3 | $429K | Hold |
8,356
| – | – | 0.08% | 123 |
|
|
2025
Q2 | $390K | Hold |
8,356
| – | – | 0.08% | 126 |
|
|
2025
Q1 | $316K | Sell |
8,356
-1,606
| -16% | -$70.1K | 0.07% | 133 |
|
|
2024
Q4 | $460K | Hold |
9,962
| – | – | 0.1% | 114 |
|
|
2024
Q3 | $527K | Hold |
9,962
| – | – | 0.12% | 110 |
|
|
2024
Q2 | $546K | Hold |
9,962
| – | – | 0.13% | 107 |
|
|
2024
Q1 | $642K | Sell |
9,962
-1,348
| -12% | -$79.1K | 0.16% | 94 |
|
|
2023
Q4 | $650K | Sell |
11,310
-10,377
| -48% | -$536K | 0.17% | 94 |
|
|
2023
Q3 | $1.25M | Sell |
21,687
-2,400
| -10% | -$143K | 0.37% | 70 |
|
|
2023
Q2 | $1.44M | Sell |
24,087
-2,794
| -10% | -$139K | 0.43% | 60 |
|
|
2023
Q1 | $1.3M | Hold |
26,881
| – | – | 0.43% | 62 |
|
|
2022
Q4 | $1.15M | Sell |
26,881
-1,500
| -5% | -$60.4K | 0.4% | 65 |
|
|
2022
Q3 | $844K | Sell |
28,381
-2,750
| -9% | -$89.9K | 0.32% | 70 |
|
|
2022
Q2 | $852K | Hold |
31,131
| – | – | 0.3% | 71 |
|
|
2022
Q1 | $1.11M | Hold |
31,131
| – | – | 0.32% | 72 |
|
|
2021
Q4 | $1.37M | Hold |
31,131
| – | – | 0.37% | 65 |
|
|
2021
Q3 | $1.31M | Hold |
31,131
| – | – | 0.39% | 66 |
|
|
2021
Q2 | $1.48M | Hold |
31,131
| – | – | 0.45% | 62 |
|
|
2021
Q1 | $1.43M | Hold |
31,131
| – | – | 0.5% | 58 |
|
|
2020
Q4 | $1.09M | Buy |
+31,131
| New | +$919K | 0.39% | 64 |
|
|
2019
Q1 | – | Sell |
-31,131
| Closed | -$858K | – | 112 |
|
|
2018
Q4 | $858K | Buy |
+31,131
| New | +$995K | 0.53% | 54 |
|
|
2018
Q3 | – | Sell |
-25,051
| Closed | -$1.06M | – | 115 |
|
|
2018
Q2 | $1.06M | Hold |
25,051
| – | – | 0.62% | 48 |
|
|
2018
Q1 | $937K | Buy |
+25,051
| New | +$1.09M | 0.57% | 51 |
|
|
2017
Q4 | – | Sell |
-30,051
| Closed | -$1.38M | – | 270 |
|
|
2017
Q3 | $1.38M | Buy |
+30,051
| New | +$1.19M | 0.76% | 45 |
|
|
2017
Q2 | – | Sell |
-40,051
| Closed | -$1.26M | – | 278 |
|
|
2017
Q1 | $1.26M | Hold |
40,051
| – | – | 0.76% | 49 |
|
|
2016
Q4 | $1.27M | Hold |
40,051
| – | – | 0.82% | 45 |
|
|
2016
Q3 | $983K | Hold |
40,051
| – | – | 0.64% | 55 |
|
|
2016
Q2 | $813K | Hold |
40,051
| – | – | 0.55% | 59 |
|
|
2016
Q1 | $996K | Hold |
40,051
| – | – | 0.75% | 47 |
|
|
2015
Q4 | $740K | Sell |
40,051
-3,002
| -7% | -$59.3K | 0.56% | 54 |
|
|
2015
Q3 | $772K | Hold |
43,053
| – | – | 0.61% | 55 |
|
|
2015
Q2 | $1M | Sell |
43,053
-250
| -0.6% | -$6.59K | 0.67% | 55 |
|
|
2015
Q1 | $1.15M | Hold |
43,303
| – | – | 0.77% | 54 |
|
|
2014
Q4 | $1.21M | Hold |
43,303
| – | – | 0.84% | 50 |
|
|
2014
Q3 | $1.38M | Hold |
43,303
| – | – | 1% | 45 |
|
|
2014
Q2 | $1.78M | Hold |
43,303
| – | – | 1.26% | 30 |
|
|
2014
Q1 | $1.92M | Sell |
43,303
-15,427
| -26% | -$648K | 1.41% | 26 |
|
|
2013
Q4 | $2.47M | Sell |
58,730
-36,899
| -39% | -$1.34M | 1.76% | 21 |
|
|
2013
Q3 | $3.21M | Hold |
95,629
| – | – | 2.55% | 2 |
|
|
2013
Q2 | $2.52M | Buy |
+95,629
| New | +$2.95M | 2.16% | 11 |
|
Other funds holding TEX
