Creative Planning’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.1M | Buy |
271,265
+80,278
| +42% | +$957K | ﹤0.01% | 1555 |
|
|
2025
Q4 | $2.19M | Buy |
190,987
+46,359
| +32% | +$480K | ﹤0.01% | 1655 |
|
|
2025
Q3 | $1.3M | Buy |
144,628
+29,477
| +26% | +$252K | ﹤0.01% | 1882 |
|
|
2025
Q2 | $798K | Sell |
115,151
-91,116
| -44% | -$578K | ﹤0.01% | 2054 |
|
|
2025
Q1 | $1.16M | Buy |
206,267
+8,138
| +4% | +$49.2K | ﹤0.01% | 1604 |
|
|
2024
Q4 | $1.12M | Buy |
198,129
+137
| +0.1% | +$778 | ﹤0.01% | 1562 |
|
|
2024
Q3 | $1.21M | Buy |
197,992
+23,896
| +14% | +$150K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $1.11M | Buy |
174,096
+28,641
| +20% | +$219K | ﹤0.01% | 1337 |
|
|
2024
Q1 | $1.31M | Buy |
145,455
+11,202
| +8% | +$89.7K | ﹤0.01% | 1168 |
|
|
2023
Q4 | $1.04M | Buy |
134,253
+36,422
| +37% | +$247K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $636K | Sell |
97,831
-10,787
| -10% | -$80.1K | ﹤0.01% | 1404 |
|
|
2023
Q2 | $769K | Buy |
108,618
+13,326
| +14% | +$84.8K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $527K | Buy |
95,292
+10,950
| +13% | +$55.7K | ﹤0.01% | 1429 |
|
|
2022
Q4 | $342K | Buy |
84,342
+38,280
| +83% | +$153K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $158K | Buy |
46,062
+18,949
| +70% | +$74.9K | ﹤0.01% | 1963 |
|
|
2022
Q2 | $106K | Buy |
27,113
+16,702
| +160% | +$71.6K | ﹤0.01% | 1964 |
|
|
2022
Q1 | $55K | Sell |
10,411
-1,167
| -10% | -$6.61K | ﹤0.01% | 2047 |
|
|
2021
Q4 | $79K | Sell |
11,578
-4,500
| -28% | -$29.3K | ﹤0.01% | 1968 |
|
|
2021
Q3 | $115K | Buy |
16,078
+951
| +6% | +$7.5K | ﹤0.01% | 1929 |
|
|
2021
Q2 | $127K | Sell |
15,127
-6,472
| -30% | -$51.5K | ﹤0.01% | 1851 |
|
|
2021
Q1 | $151K | Buy |
21,599
+4,532
| +27% | +$29.3K | ﹤0.01% | 2165 |
|
|
2020
Q4 | $88K | Sell |
17,067
-5,007
| -23% | -$23K | ﹤0.01% | 2045 |
|
|
2020
Q3 | $84K | Buy |
22,074
+2,362
| +12% | +$7.72K | ﹤0.01% | 1850 |
|
|
2020
Q2 | $57K | Buy |
19,712
+4,500
| +30% | +$10.6K | ﹤0.01% | 1752 |
|
|
2020
Q1 | $32K | Buy |
15,212
+2,144
| +16% | +$7.25K | ﹤0.01% | 1681 |
|
|
2019
Q4 | $49K | Sell |
13,068
-11,000
| -46% | -$41.9K | ﹤0.01% | 1823 |
|
|
2019
Q3 | $94K | Sell |
24,068
-8,165
| -25% | -$29.9K | ﹤0.01% | 1725 |
|
|
2019
Q2 | $137K | Buy |
32,233
+2,883
| +10% | +$12.9K | ﹤0.01% | 1702 |
|
|
2019
Q1 | $136K | Sell |
29,350
-7,879
| -21% | -$39.4K | ﹤0.01% | 1654 |
|
|
2018
Q4 | $179K | Buy |
37,229
+22,984
| +161% | +$123K | ﹤0.01% | 1524 |
|
|
2018
Q3 | $100K | Hold |
14,245
| – | – | ﹤0.01% | 1788 |
|
|
2018
Q2 | $93K | Sell |
14,245
-581
| -4% | -$3.67K | ﹤0.01% | 1781 |
|
|
2018
Q1 | $98K | Sell |
14,826
-13,303
| -47% | -$99.6K | ﹤0.01% | 1753 |
|
|
2017
Q4 | $211K | Sell |
28,129
-1,697
| -6% | -$13.4K | ﹤0.01% | 1567 |
|
|
2017
Q3 | $271K | Sell |
29,826
-2,672
| -8% | -$25.3K | ﹤0.01% | 1391 |
|
|
2017
Q2 | $306K | Sell |
32,498
-37,621
| -54% | -$332K | ﹤0.01% | 1283 |
|
|
2017
Q1 | $612K | Buy |
70,119
+23,119
| +49% | +$194K | ﹤0.01% | 885 |
|
|
2016
Q4 | $363K | Buy |
47,000
+21,594
| +85% | +$172K | ﹤0.01% | 1092 |
|
|
2016
Q3 | $194K | Buy |
25,406
+85
| +0.3% | +$626 | ﹤0.01% | 1411 |
|
|
2016
Q2 | $150K | Buy |
25,321
+907
| +4% | +$5.81K | ﹤0.01% | 1420 |
|
|
2016
Q1 | $164K | Sell |
24,414
-41,699
| -63% | -$205K | ﹤0.01% | 1319 |
|
|
2015
Q4 | $340K | Buy |
66,113
+2,690
| +4% | +$15.7K | ﹤0.01% | 932 |
|
|
2015
Q3 | $410K | Buy |
+63,423
| New | +$471K | ﹤0.01% | 823 |
|
|
2015
Q2 | – | Sell |
-10,692
| Closed | -$90K | – | 1506 |
|
|
2015
Q1 | $90K | Buy |
10,692
+2,395
| +29% | +$20.6K | ﹤0.01% | 1635 |
|
|
2014
Q4 | $75K | Sell |
8,297
-23,460
| -74% | -$244K | ﹤0.01% | 1722 |
|
|
2014
Q3 | $368K | Buy |
31,757
+24,063
| +313% | +$280K | ﹤0.01% | 778 |
|
|
2014
Q2 | $90K | Sell |
7,694
-1,134
| -13% | -$12.9K | ﹤0.01% | 1502 |
|
|
2014
Q1 | $95K | Hold |
8,828
| – | – | ﹤0.01% | 1429 |
|
|
2013
Q4 | $89K | Buy |
+8,828
| New | +$82.9K | ﹤0.01% | 1262 |
|
Other funds holding CX
OAG
PC
IUHSA