Wealth Enhancement Advisory Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2M | Buy |
1,027,830
+315,331
| +44% | +$15.7M | 0.08% | 224 |
|
|
2025
Q1 | $26.9M | Sell |
712,499
-567,877
| -44% | -$21.5M | 0.05% | 327 |
|
|
2024
Q4 | $59.2M | Buy |
+1,280,376
| New | +$59.2M | 0.11% | 175 |
|
|
2024
Q3 | – | Sell |
-3,699
| Closed | -$203K | – | 2745 |
|
|
2024
Q2 | $203K | Buy |
3,699
+466
| +14% | +$25.6K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $208K | Buy |
+3,233
| New | +$208K | ﹤0.01% | 2170 |
|