Northwestern Mutual Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.04K | Buy |
+108
| New | +$5.04K | ﹤0.01% | 3019 |
|
2024
Q4 | – | Sell |
-209
| Closed | -$11.1K | – | 3883 |
|
2024
Q3 | $11.1K | Sell |
209
-2,719
| -93% | -$144K | ﹤0.01% | 2652 |
|
2024
Q2 | $161K | Buy |
2,928
+397
| +16% | +$21.8K | ﹤0.01% | 1651 |
|
2024
Q1 | $163K | Buy |
2,531
+438
| +21% | +$28.2K | ﹤0.01% | 1628 |
|
2023
Q4 | $120K | Buy |
2,093
+319
| +18% | +$18.3K | ﹤0.01% | 1720 |
|
2023
Q3 | $102K | Buy |
1,774
+1,028
| +138% | +$59.2K | ﹤0.01% | 1707 |
|
2023
Q2 | $44.6K | Hold |
746
| – | – | ﹤0.01% | 2026 |
|
2023
Q1 | $36.1K | Buy |
746
+628
| +532% | +$30.4K | ﹤0.01% | 2059 |
|
2022
Q4 | $5.04K | Sell |
118
-262
| -69% | -$11.2K | ﹤0.01% | 2720 |
|
2022
Q3 | $12K | Buy |
380
+118
| +45% | +$3.73K | ﹤0.01% | 2411 |
|
2022
Q2 | $7K | Buy |
+262
| New | +$7K | ﹤0.01% | 2644 |
|
2022
Q1 | – | Sell |
-15
| Closed | -$1K | – | 3390 |
|
2021
Q4 | $1K | Sell |
15
-385
| -96% | -$25.7K | ﹤0.01% | 3065 |
|
2021
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 2287 |
|
2021
Q2 | $19K | Sell |
400
-232
| -37% | -$11K | ﹤0.01% | 2220 |
|
2021
Q1 | $29K | Buy |
+632
| New | +$29K | ﹤0.01% | 1928 |
|
2020
Q4 | – | Sell |
-390
| Closed | -$8K | – | 2875 |
|
2020
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 2058 |
|
2020
Q2 | $7K | Sell |
390
-67
| -15% | -$1.2K | ﹤0.01% | 2011 |
|
2020
Q1 | $7K | Sell |
457
-175
| -28% | -$2.68K | ﹤0.01% | 1996 |
|
2019
Q4 | $19K | Hold |
632
| – | – | ﹤0.01% | 1756 |
|
2019
Q3 | $16K | Hold |
632
| – | – | ﹤0.01% | 1789 |
|
2019
Q2 | $20K | Buy |
632
+67
| +12% | +$2.12K | ﹤0.01% | 1736 |
|
2019
Q1 | $18K | Buy |
565
+110
| +24% | +$3.5K | ﹤0.01% | 1766 |
|
2018
Q4 | $13K | Sell |
455
-9
| -2% | -$257 | ﹤0.01% | 1754 |
|
2018
Q3 | $19K | Buy |
464
+9
| +2% | +$369 | ﹤0.01% | 1686 |
|
2018
Q2 | $19K | Buy |
455
+65
| +17% | +$2.71K | ﹤0.01% | 1622 |
|
2018
Q1 | $15K | Hold |
390
| – | – | ﹤0.01% | 1624 |
|
2017
Q4 | $19K | Hold |
390
| – | – | ﹤0.01% | 1520 |
|
2017
Q3 | $18K | Hold |
390
| – | – | ﹤0.01% | 1500 |
|
2017
Q2 | $15K | Hold |
390
| – | – | ﹤0.01% | 1483 |
|
2017
Q1 | $12K | Sell |
390
-281
| -42% | -$8.65K | ﹤0.01% | 1495 |
|
2016
Q4 | $21K | Buy |
+671
| New | +$21K | ﹤0.01% | 1347 |
|
2016
Q3 | – | Sell |
-1,006
| Closed | -$21K | – | 1389 |
|
2016
Q2 | $21K | Hold |
1,006
| – | – | ﹤0.01% | 1160 |
|
2016
Q1 | $25K | Sell |
1,006
-582
| -37% | -$14.5K | ﹤0.01% | 1109 |
|
2015
Q4 | $30K | Sell |
1,588
-452
| -22% | -$8.54K | ﹤0.01% | 894 |
|
2015
Q3 | $36K | Buy |
2,040
+269
| +15% | +$4.75K | ﹤0.01% | 776 |
|
2015
Q2 | $42K | Buy |
1,771
+445
| +34% | +$10.6K | ﹤0.01% | 707 |
|
2015
Q1 | $35K | Sell |
1,326
-205
| -13% | -$5.41K | ﹤0.01% | 733 |
|
2014
Q4 | $43K | Sell |
1,531
-33
| -2% | -$927 | ﹤0.01% | 692 |
|
2014
Q3 | $50K | Buy |
1,564
+272
| +21% | +$8.7K | ﹤0.01% | 621 |
|
2014
Q2 | $53K | Hold |
1,292
| – | – | ﹤0.01% | 594 |
|
2014
Q1 | $57K | Sell |
1,292
-1,374
| -52% | -$60.6K | ﹤0.01% | 583 |
|
2013
Q4 | $112K | Sell |
2,666
-42,271
| -94% | -$1.78M | 0.01% | 464 |
|
2013
Q3 | $1.51M | Buy |
44,937
+35,653
| +384% | +$1.2M | 0.08% | 165 |
|
2013
Q2 | $244K | Buy |
+9,284
| New | +$244K | 0.01% | 315 |
|