Creative Planning Terex Corp Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Terex Corp stock. As of the latest transaction made, Creative Planning holds 14,626 shares of TEX stock, worth $780,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,626

Previous 12,365 18.29%

Holding current value

$780,735

Previous $710,000 32.54%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$53.1 - $64.52 $120,059 - $145,879	2,261 Added 18.29%	14,626 $941,000
Q4 2023 Feb 14, 2024	BUY	$43.81 - $59.16 $150,005 - $202,563	3,424 Added 38.3%	12,365 $710,000
Q3 2023 Nov 16, 2023	BUY	$55.17 - $65.38 $82,810 - $98,135	1,501 Added 20.17%	8,941 $515,000
Q2 2023 Jul 21, 2023	BUY	$42.31 - $59.83 $105,351 - $148,976	2,490 Added 50.3%	7,440 $445,000
Q1 2023 May 15, 2023	BUY	$41.96 - $60.32 $207,702 - $298,584	4,950 New	4,950 $239,000

Q2 2019 Jul 26, 2019	SELL	$26.77 - $34.02 $219,165 - $278,521	-8,187 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	$26.88 - $35.93 $5,241 - $7,006	195 Added 2.44%	8,187 $263,000
Q4 2018 Feb 01, 2019	SELL	$25.61 - $40.55 $3,943 - $6,244	-154 Reduced 1.89%	7,992 $220,000
Q3 2018 Oct 25, 2018	SELL	$36.92 - $45.15 $36,920 - $45,150	-1,000 Reduced 10.93%	8,146 $325,000
Q2 2018 Jul 20, 2018	BUY	$35.84 - $42.89 $1,039 - $1,243	29 Added 0.32%	9,146 $386,000
Q1 2018 Apr 18, 2018	BUY	$35.85 - $49.79 $36,065 - $50,088	1,006 Added 12.4%	9,117 $341,000
Q4 2017 Jan 17, 2018	SELL	$42.55 - $48.59 $2,255 - $2,575	-53 Reduced 0.65%	8,111 $391,000
Q3 2017 Oct 17, 2017	BUY	$37.38 - $45.02 $305,170 - $367,543	8,164	8,164 $368,000

Others Institutions Holding TEX

# of Institutions

404

Shares Held

55.5M

Call Options Held

153K

Put Options Held

334K

View Full List

About TEREX CORP

Ticker TEX
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 67,800,000
Market Cap $3.62B
Description
Terex Corporation manufactures and sells aerial work platforms and materials processing machinery worldwide. It operates in two segments, Aerial Work Platforms (AWP) and Materials Processing (MP). The AWP segment designs, manufactures, services, and markets aerial work platform equipment, utility equipment, and telehandlers under the Terex and G...

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Creative Planning Terex Corp Transaction History