Holistic Financial Partners’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
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|
2025
Q2 | $118K | Buy |
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|
2025
Q1 | $82.5K | Buy |
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|
2024
Q4 | $78.6K | Buy |
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|
2024
Q3 | $68K | Hold |
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|
2024
Q2 | $71.2K | Hold |
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|
2024
Q1 | $100K | Sell |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $81.7K | Sell |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $178K | Sell |
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|
2020
Q3 | $151K | Sell |
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|
2020
Q2 | $137K | Hold |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $190K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $188K | Buy |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $245K | Buy |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q4 | $192K | Buy |
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