Pinnacle Wealth Planning Services’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 | $168K | Hold |
14,714
| – | – | 0.02% | 542 |
|
|
2025
Q4 | $169K | Hold |
14,714
| – | – | 0.02% | 532 |
|
|
2025
Q3 | $132K | Hold |
14,714
| – | – | 0.02% | 462 |
|
|
2025
Q2 | $102K | Hold |
14,714
| – | – | 0.01% | 440 |
|
|
2025
Q1 | $82.5K | Hold |
14,714
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $83K | Sell |
14,714
-5,871
| -29% | -$33.4K | 0.01% | 377 |
|
|
2024
Q3 | $126K | Hold |
20,585
| – | – | 0.02% | 492 |
|
|
2024
Q2 | $132K | Hold |
20,585
| – | – | 0.02% | 462 |
|
|
2024
Q1 | $185K | Hold |
20,585
| – | – | 0.03% | 439 |
|
|
2023
Q4 | $160K | Hold |
20,585
| – | – | 0.03% | 426 |
|
|
2023
Q3 | $134K | Sell |
20,585
-1
| -0% | -$7 | 0.02% | 394 |
|
|
2023
Q2 | $146K | Buy |
20,586
+1
| +0% | +$6 | 0.02% | 405 |
|
|
2023
Q1 | $114K | Hold |
20,585
| – | – | 0.02% | 428 |
|
|
2022
Q4 | $83.4K | Sell |
20,585
-625
| -3% | -$2.5K | 0.01% | 407 |
|
|
2022
Q3 | $73K | Buy |
21,210
+528
| +3% | +$2.09K | 0.01% | 382 |
|
|
2022
Q2 | $81K | Buy |
20,682
+153
| +0.7% | +$656 | 0.01% | 392 |
|
|
2022
Q1 | $109K | Sell |
20,529
-65
| -0.3% | -$368 | 0.02% | 398 |
|
|
2021
Q4 | $140K | Buy |
20,594
+165
| +0.8% | +$1.07K | 0.03% | 384 |
|
|
2021
Q3 | $146K | Buy |
20,429
+96
| +0.5% | +$758 | 0.03% | 343 |
|
|
2021
Q2 | $171K | Hold |
20,333
| – | – | 0.04% | 328 |
|
|
2021
Q1 | $142K | Hold |
20,333
| – | – | 0.04% | 316 |
|
|
2020
Q4 | $105K | Sell |
20,333
-226
| -1% | -$1.04K | 0.03% | 450 |
|
|
2020
Q3 | $78K | Sell |
20,559
-591
| -3% | -$1.93K | 0.03% | 265 |
|
|
2020
Q2 | $61K | Buy |
+21,150
| New | +$49.6K | 0.02% | 263 |
|
|
2020
Q1 | – | Sell |
-11,036
| Closed | -$41K | – | 245 |
|
|
2019
Q4 | $41K | Sell |
11,036
-1,136
| -9% | -$4.33K | 0.02% | 243 |
|
|
2019
Q3 | $47K | Buy |
+12,172
| New | +$44.6K | 0.03% | 202 |
|
Other funds holding CX
OAG
PC
IUHSA