Private Trust Company’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.1K | Hold |
773
| – | – | ﹤0.01% | 1345 |
|
2025
Q1 | $29.2K | Buy |
773
+434
| +128% | +$16.4K | ﹤0.01% | 1405 |
|
2024
Q4 | $15.7K | Buy |
339
+21
| +7% | +$971 | ﹤0.01% | 1572 |
|
2024
Q3 | $16.8K | Sell |
318
-30
| -9% | -$1.59K | ﹤0.01% | 1532 |
|
2024
Q2 | $19.1K | Sell |
348
-13
| -4% | -$713 | ﹤0.01% | 1463 |
|
2024
Q1 | $23.2K | Hold |
361
| – | – | ﹤0.01% | 1390 |
|
2023
Q4 | $20.7K | Sell |
361
-105
| -23% | -$6.03K | ﹤0.01% | 1386 |
|
2023
Q3 | $26.9K | Sell |
466
-4
| -0.9% | -$230 | ﹤0.01% | 1247 |
|
2023
Q2 | $28.1K | Sell |
470
-5
| -1% | -$299 | ﹤0.01% | 1242 |
|
2023
Q1 | $23K | Sell |
475
-50
| -10% | -$2.42K | ﹤0.01% | 1284 |
|
2022
Q4 | $22K | Buy |
525
+91
| +21% | +$3.81K | ﹤0.01% | 1266 |
|
2022
Q3 | $13K | Buy |
434
+162
| +60% | +$4.85K | ﹤0.01% | 1359 |
|
2022
Q2 | $7K | Buy |
+272
| New | +$7K | ﹤0.01% | 1650 |
|
2014
Q4 | – | Sell |
-124
| Closed | -$4K | – | 1093 |
|
2014
Q3 | $4K | Sell |
124
-44
| -26% | -$1.42K | ﹤0.01% | 1396 |
|
2014
Q2 | $7K | Sell |
168
-60
| -26% | -$2.5K | ﹤0.01% | 1191 |
|
2014
Q1 | $10K | Sell |
228
-21
| -8% | -$921 | ﹤0.01% | 986 |
|
2013
Q4 | $10K | Hold |
249
| – | – | ﹤0.01% | 947 |
|
2013
Q3 | $8K | Sell |
249
-95
| -28% | -$3.05K | ﹤0.01% | 1003 |
|
2013
Q2 | $9K | Buy |
+344
| New | +$9K | ﹤0.01% | 890 |
|