Rothschild Investment LLC’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.34K | Buy |
200
+40
| +25% | +$1.87K | ﹤0.01% | 1242 |
|
2025
Q1 | $6.05K | Buy |
160
+90
| +129% | +$3.4K | ﹤0.01% | 1347 |
|
2024
Q4 | $3.24K | Hold |
70
| – | – | ﹤0.01% | 1532 |
|
2024
Q3 | $3.7K | Sell |
70
-8,120
| -99% | -$430K | ﹤0.01% | 1404 |
|
2024
Q2 | $449K | Buy |
8,190
+8,185
| +163,700% | +$449K | 0.03% | 350 |
|
2024
Q1 | $322 | Buy |
+5
| New | +$322 | ﹤0.01% | 1526 |
|
2018
Q1 | – | Sell |
-27,950
| Closed | -$1.35M | – | 408 |
|
2017
Q4 | $1.35M | Hold |
27,950
| – | – | 0.15% | 163 |
|
2017
Q3 | $1.26M | Sell |
27,950
-9,750
| -26% | -$439K | 0.14% | 169 |
|
2017
Q2 | $1.41M | Hold |
37,700
| – | – | 0.16% | 163 |
|
2017
Q1 | $1.18M | Hold |
37,700
| – | – | 0.14% | 183 |
|
2016
Q4 | $1.19M | Sell |
37,700
-1,051
| -3% | -$33.1K | 0.14% | 173 |
|
2016
Q3 | $985K | Sell |
38,751
-149
| -0.4% | -$3.79K | 0.12% | 184 |
|
2016
Q2 | $790K | Sell |
38,900
-1,200
| -3% | -$24.4K | 0.1% | 200 |
|
2016
Q1 | $998K | Sell |
40,100
-4,979
| -11% | -$124K | 0.13% | 175 |
|
2015
Q4 | $833K | Hold |
45,079
| – | – | 0.11% | 203 |
|
2015
Q3 | $809K | Buy |
45,079
+6,800
| +18% | +$122K | 0.11% | 203 |
|
2015
Q2 | $890K | Buy |
38,279
+7,675
| +25% | +$178K | 0.1% | 213 |
|
2015
Q1 | $814K | Buy |
30,604
+3,000
| +11% | +$79.8K | 0.1% | 215 |
|
2014
Q4 | $770K | Sell |
27,604
-1,975
| -7% | -$55.1K | 0.09% | 220 |
|
2014
Q3 | $940K | Buy |
29,579
+11,604
| +65% | +$369K | 0.11% | 197 |
|
2014
Q2 | $739K | Sell |
17,975
-575
| -3% | -$23.6K | 0.09% | 205 |
|
2014
Q1 | $822K | Sell |
18,550
-1,675
| -8% | -$74.2K | 0.11% | 191 |
|
2013
Q4 | $849K | Sell |
20,225
-900
| -4% | -$37.8K | 0.12% | 182 |
|
2013
Q3 | $710K | Hold |
21,125
| – | – | 0.1% | 197 |
|
2013
Q2 | $556K | Buy |
+21,125
| New | +$556K | 0.09% | 215 |
|