Adell Harriman & Carpenter’s LyondellBasell Industries LYB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$829K Sell
14,321
-2,140
-13% -$124K 0.06% 105
2025
Q1
$1.16M Sell
16,461
-10,122
-38% -$713K 0.09% 97
2024
Q4
$1.97M Sell
26,583
-34,993
-57% -$2.6M 0.14% 86
2024
Q3
$5.91M Sell
61,576
-3,085
-5% -$296K 0.43% 56
2024
Q2
$6.19M Sell
64,661
-1,038
-2% -$99.3K 0.48% 53
2024
Q1
$6.72M Sell
65,699
-2,560
-4% -$262K 0.55% 52
2023
Q4
$6.49M Buy
68,259
+1,176
+2% +$112K 0.6% 50
2023
Q3
$6.35M Sell
67,083
-2,420
-3% -$229K 0.66% 49
2023
Q2
$6.44M Buy
69,503
+2,323
+3% +$215K 0.65% 50
2023
Q1
$6.31M Sell
67,180
-643
-0.9% -$60.4K 0.68% 51
2022
Q4
$5.63M Sell
67,823
-4,927
-7% -$409K 0.65% 53
2022
Q3
$5.48M Sell
72,750
-405
-0.6% -$30.5K 0.67% 49
2022
Q2
$6.4M Buy
73,155
+21,168
+41% +$1.85M 0.78% 43
2022
Q1
$5.35M Buy
51,987
+12,795
+33% +$1.32M 0.52% 58
2021
Q4
$3.61M Buy
39,192
+10,420
+36% +$961K 0.34% 73
2021
Q3
$2.7M Buy
28,772
+12,415
+76% +$1.17M 0.28% 84
2021
Q2
$1.68M Hold
16,357
0.18% 96
2021
Q1
$1.7M Sell
16,357
-150
-0.9% -$15.6K 0.21% 89
2020
Q4
$1.51M Buy
16,507
+1,375
+9% +$126K 0.2% 87
2020
Q3
$1.07M Buy
15,132
+1,465
+11% +$103K 0.16% 90
2020
Q2
$898K Sell
13,667
-19,957
-59% -$1.31M 0.15% 83
2020
Q1
$1.67M Buy
33,624
+1,420
+4% +$70.5K 0.35% 70
2019
Q4
$3.04M Sell
32,204
-379
-1% -$35.8K 0.5% 64
2019
Q3
$2.92M Buy
32,583
+1,515
+5% +$136K 0.53% 61
2019
Q2
$2.68M Buy
31,068
+5,888
+23% +$507K 0.5% 64
2019
Q1
$2.12M Sell
25,180
-6,030
-19% -$507K 0.41% 66
2018
Q4
$2.6M Sell
31,210
-1,595
-5% -$133K 0.57% 53
2018
Q3
$3.36M Sell
32,805
-1,248
-4% -$128K 0.63% 50
2018
Q2
$3.74M Sell
34,053
-1,111
-3% -$122K 0.74% 45
2018
Q1
$3.72M Sell
35,164
-272
-0.8% -$28.7K 0.77% 44
2017
Q4
$3.91M Sell
35,436
-1,475
-4% -$163K 0.83% 45
2017
Q3
$3.66M Sell
36,911
-1,028
-3% -$102K 0.8% 46
2017
Q2
$3.2M Sell
37,939
-16,078
-30% -$1.36M 0.72% 47
2017
Q1
$4.93M Sell
54,017
-6,205
-10% -$566K 1.13% 36
2016
Q4
$5.17M Sell
60,222
-664
-1% -$57K 1.29% 31
2016
Q3
$4.91M Sell
60,886
-2,844
-4% -$229K 1.24% 34
2016
Q2
$4.74M Buy
63,730
+721
+1% +$53.7K 1.24% 36
2016
Q1
$5.39M Sell
63,009
-1,154
-2% -$98.8K 1.45% 26
2015
Q4
$5.58M Sell
64,163
-1,049
-2% -$91.2K 1.5% 23
2015
Q3
$5.44M Sell
65,212
-10,773
-14% -$898K 1.6% 16
2015
Q2
$7.87M Buy
75,985
+1,202
+2% +$124K 2.03% 6
2015
Q1
$6.57M Buy
74,783
+5,434
+8% +$477K 1.73% 15
2014
Q4
$5.51M Buy
69,349
+15,000
+28% +$1.19M 1.5% 20
2014
Q3
$5.31M Hold
54,349
1.46% 21
2014
Q2
$5.31M Sell
54,349
-3,276
-6% -$320K 1.46% 21
2014
Q1
$5.13M Buy
57,625
+3,605
+7% +$321K 1.51% 20
2013
Q4
$4.34M Buy
54,020
+540
+1% +$43.4K 1.35% 26
2013
Q3
$3.92M Buy
53,480
+800
+2% +$58.6K 1.1% 25
2013
Q2
$3.49M Buy
+52,680
New +$3.49M 1.25% 30