Holistic Financial Partners’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
17,048
+2,339
| +16% | +$16.2K | 0.05% | 124 |
|
|
2025
Q1 | $82.5K | Buy |
14,709
+776
| +6% | +$4.35K | 0.04% | 119 |
|
|
2024
Q4 | $78.6K | Buy |
13,933
+2,787
| +25% | +$15.7K | 0.04% | 119 |
|
|
2024
Q3 | $68K | Hold |
11,146
| – | – | 0.03% | 118 |
|
|
2024
Q2 | $71.2K | Hold |
11,146
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $100K | Sell |
11,146
-3,637
| -25% | -$32.8K | 0.05% | 133 |
|
|
2023
Q4 | $115K | Buy |
14,783
+2,220
| +18% | +$17.2K | 0.07% | 116 |
|
|
2023
Q3 | $81.7K | Sell |
12,563
-7,096
| -36% | -$46.1K | 0.05% | 103 |
|
|
2023
Q2 | $139K | Sell |
19,659
-7,679
| -28% | -$54.4K | 0.1% | 105 |
|
|
2023
Q1 | $151K | Hold |
27,338
| – | – | 0.12% | 102 |
|
|
2022
Q4 | $111K | Hold |
27,338
| – | – | 0.1% | 91 |
|
|
2022
Q3 | $94K | Buy |
27,338
+649
| +2% | +$2.23K | 0.09% | 86 |
|
|
2022
Q2 | $105K | Buy |
26,689
+5,804
| +28% | +$22.8K | 0.1% | 87 |
|
|
2022
Q1 | $110K | Buy |
20,885
+399
| +2% | +$2.1K | 0.07% | 112 |
|
|
2021
Q4 | $139K | Buy |
+20,486
| New | +$139K | 0.08% | 116 |
|
|
2021
Q3 | – | Sell |
-27,112
| Closed | -$228K | – | 104 |
|
|
2021
Q2 | $228K | Buy |
+27,112
| New | +$228K | 0.14% | 106 |
|
|
2021
Q1 | – | Sell |
-34,414
| Closed | -$178K | – | 107 |
|
|
2020
Q4 | $178K | Sell |
34,414
-5,330
| -13% | -$27.6K | 0.12% | 99 |
|
|
2020
Q3 | $151K | Sell |
39,744
-7,741
| -16% | -$29.4K | 0.12% | 87 |
|
|
2020
Q2 | $137K | Hold |
47,485
| – | – | 0.12% | 77 |
|
|
2020
Q1 | $101K | Buy |
+47,485
| New | +$101K | 0.1% | 72 |
|
|
2019
Q3 | – | Sell |
-44,813
| Closed | -$190K | – | 92 |
|
|
2019
Q2 | $190K | Buy |
44,813
+340
| +0.8% | +$1.44K | 0.19% | 73 |
|
|
2019
Q1 | $206K | Buy |
44,473
+5,539
| +14% | +$25.7K | 0.09% | 111 |
|
|
2018
Q4 | $188K | Buy |
38,934
+1,623
| +4% | +$7.84K | 0.2% | 62 |
|
|
2018
Q3 | $263K | Hold |
37,311
| – | – | 0.25% | 53 |
|
|
2018
Q2 | $245K | Buy |
37,311
+3,303
| +10% | +$21.7K | 0.28% | 25 |
|
|
2018
Q1 | $225K | Buy |
34,008
+8,416
| +33% | +$55.7K | 0.19% | 61 |
|
|
2017
Q4 | $192K | Buy |
+25,592
| New | +$192K | 0.16% | 74 |
|