Perigon 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 | $420K | Sell |
9,001
-1,276
| -12% | -$59.6K | 0.01% | 729 |
|
|
2025
Q1 | $388K | Buy |
10,277
+607
| +6% | +$22.9K | 0.01% | 713 |
|
|
2024
Q4 | $459K | Sell |
9,670
-566
| -6% | -$26.9K | 0.01% | 662 |
|
|
2024
Q3 | $542K | Buy |
10,236
+520
| +5% | +$27.5K | 0.01% | 590 |
|
|
2024
Q2 | $533K | Buy |
9,716
+1,032
| +12% | +$56.6K | 0.02% | 522 |
|
|
2024
Q1 | $559K | Sell |
8,684
-147
| -2% | -$9.47K | 0.02% | 506 |
|
|
2023
Q4 | $507K | Buy |
8,831
+563
| +7% | +$32.4K | 0.02% | 494 |
|
|
2023
Q3 | $476K | Sell |
8,268
-2
| -0% | -$115 | 0.02% | 455 |
|
|
2023
Q2 | $495K | Sell |
8,270
-306
| -4% | -$18.3K | 0.02% | 456 |
|
|
2023
Q1 | $415K | Sell |
8,576
-231
| -3% | -$11.2K | 0.02% | 437 |
|
|
2022
Q4 | $376K | Buy |
8,807
+321
| +4% | +$13.7K | 0.02% | 457 |
|
|
2022
Q3 | $252K | Buy |
+8,486
| New | +$252K | 0.02% | 471 |
|