Whittier Trust’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
2,269
| – | – | ﹤0.01% | 783 |
|
|
2025
Q1 | $85.7K | Hold |
2,269
| – | – | ﹤0.01% | 810 |
|
|
2024
Q4 | $105K | Hold |
2,269
| – | – | ﹤0.01% | 784 |
|
|
2024
Q3 | $120K | Hold |
2,269
| – | – | ﹤0.01% | 753 |
|
|
2024
Q2 | $124K | Hold |
2,269
| – | – | ﹤0.01% | 734 |
|
|
2024
Q1 | $146K | Hold |
2,269
| – | – | ﹤0.01% | 716 |
|
|
2023
Q4 | $130K | Hold |
2,269
| – | – | ﹤0.01% | 716 |
|
|
2023
Q3 | $131K | Hold |
2,269
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $136K | Hold |
2,269
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $110K | Hold |
2,269
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $96.9K | Hold |
2,269
| – | – | ﹤0.01% | 820 |
|
|
2022
Q3 | $67K | Sell |
2,269
-1,200
| -35% | -$35.4K | ﹤0.01% | 916 |
|
|
2022
Q2 | $95K | Sell |
3,469
-227
| -6% | -$6.22K | ﹤0.01% | 806 |
|
|
2022
Q1 | $132K | Sell |
3,696
-417
| -10% | -$14.9K | ﹤0.01% | 759 |
|
|
2021
Q4 | $181K | Buy |
+4,113
| New | +$181K | ﹤0.01% | 691 |
|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$314K | – | 1592 |
|
|
2019
Q2 | $314K | Hold |
10,000
| – | – | 0.01% | 460 |
|
|
2019
Q1 | $321K | Hold |
10,000
| – | – | 0.01% | 455 |
|
|
2018
Q4 | $276K | Buy |
+10,000
| New | +$276K | 0.01% | 459 |
|