MWM
Moran Wealth Management’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
46,376
-5,803
| -11% | -$271K | 0.07% | 274 |
|
|
2025
Q1 | $1.97M | Buy |
52,179
+5,180
| +11% | +$196K | 0.07% | 269 |
|
|
2024
Q4 | $2.17M | Buy |
46,999
+1,660
| +4% | +$76.7K | 0.07% | 252 |
|
|
2024
Q3 | $2.4M | Buy |
45,339
+1,209
| +3% | +$64K | 0.07% | 250 |
|
|
2024
Q2 | $2.42M | Buy |
44,130
+1,014
| +2% | +$55.6K | 0.08% | 236 |
|
|
2024
Q1 | $2.78M | Sell |
43,116
-172
| -0.4% | -$11.1K | 0.09% | 232 |
|
|
2023
Q4 | $2.49M | Buy |
43,288
+2,345
| +6% | +$135K | 0.09% | 234 |
|
|
2023
Q3 | $2.36M | Buy |
40,943
+702
| +2% | +$40.4K | 0.09% | 208 |
|
|
2023
Q2 | $2.41M | Buy |
40,241
+2,170
| +6% | +$130K | 0.09% | 207 |
|
|
2023
Q1 | $1.84M | Buy |
38,071
+10,249
| +37% | +$496K | 0.07% | 227 |
|
|
2022
Q4 | $1.19M | Buy |
+27,822
| New | +$1.19M | 0.05% | 245 |
|