Pinnacle Wealth Planning Services’s Cemex CX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% -$33.1K 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% +$7 0.02% 405
2023
Q1
$114K Hold
20,585
0.02% 428
2022
Q4
$83.4K Sell
20,585
-625
-3% -$2.53K 0.01% 407
2022
Q3
$73K Buy
21,210
+528
+3% +$1.82K 0.01% 380
2022
Q2
$81K Buy
20,682
+153
+0.7% +$599 0.01% 392
2022
Q1
$109K Sell
20,529
-65
-0.3% -$345 0.02% 396
2021
Q4
$140K Buy
20,594
+165
+0.8% +$1.12K 0.03% 381
2021
Q3
$146K Buy
20,429
+96
+0.5% +$686 0.03% 341
2021
Q2
$171K Hold
20,333
0.04% 321
2021
Q1
$142K Hold
20,333
0.04% 313
2020
Q4
$105K Sell
20,333
-226
-1% -$1.17K 0.03% 448
2020
Q3
$78K Sell
20,559
-591
-3% -$2.24K 0.03% 264
2020
Q2
$61K Buy
+21,150
New +$61K 0.02% 262
2020
Q1
Sell
-11,036
Closed -$41K 244
2019
Q4
$41K Sell
11,036
-1,136
-9% -$4.22K 0.02% 242
2019
Q3
$47K Buy
+12,172
New +$47K 0.03% 202