Pathstone Holdings’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
27,481
+3,530
| +15% | +$165K | 0.01% | 1260 |
|
|
2025
Q1 | $905K | Buy |
23,951
+5,975
| +33% | +$226K | ﹤0.01% | 1430 |
|
|
2024
Q4 | $831K | Sell |
17,976
-2,508
| -12% | -$116K | ﹤0.01% | 1461 |
|
|
2024
Q3 | $1.08M | Buy |
20,484
+3,754
| +22% | +$199K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $917K | Buy |
16,730
+4,791
| +40% | +$263K | ﹤0.01% | 1380 |
|
|
2024
Q1 | $769K | Buy |
11,939
+7
| +0.1% | +$451 | ﹤0.01% | 1450 |
|
|
2023
Q4 | $686K | Buy |
+11,932
| New | +$686K | ﹤0.01% | 1305 |
|