PWM
Perigon Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
32,227
+6,272
| +24% | +$363K | 0.04% | 347 |
|
|
2025
Q1 | $1.83M | Buy |
25,955
+239
| +0.9% | +$16.8K | 0.05% | 322 |
|
|
2024
Q4 | $1.97M | Sell |
25,716
-12,988
| -34% | -$995K | 0.05% | 312 |
|
|
2024
Q3 | $3.71M | Buy |
38,704
+2,209
| +6% | +$212K | 0.1% | 193 |
|
|
2024
Q2 | $3.49M | Buy |
36,495
+715
| +2% | +$68.4K | 0.1% | 182 |
|
|
2024
Q1 | $3.66M | Buy |
35,780
+2,461
| +7% | +$252K | 0.11% | 170 |
|
|
2023
Q4 | $3.17M | Buy |
33,319
+1,109
| +3% | +$105K | 0.1% | 173 |
|
|
2023
Q3 | $3.05M | Sell |
32,210
-1,194
| -4% | -$113K | 0.12% | 160 |
|
|
2023
Q2 | $3.07M | Buy |
33,404
+2,087
| +7% | +$192K | 0.12% | 161 |
|
|
2023
Q1 | $2.94M | Buy |
31,317
+967
| +3% | +$90.8K | 0.17% | 127 |
|
|
2022
Q4 | $2.52M | Buy |
30,350
+3,036
| +11% | +$252K | 0.16% | 145 |
|
|
2022
Q3 | $2.06M | Sell |
27,314
-2,803
| -9% | -$211K | 0.18% | 117 |
|
|
2022
Q2 | $2.63M | Buy |
30,117
+901
| +3% | +$78.8K | 0.22% | 95 |
|
|
2022
Q1 | $3M | Buy |
29,216
+2,880
| +11% | +$296K | 0.21% | 91 |
|
|
2021
Q4 | $2.43M | Sell |
26,336
-6,298
| -19% | -$581K | 0.17% | 110 |
|
|
2021
Q3 | $3.06M | Buy |
32,634
+10,136
| +45% | +$951K | 0.27% | 84 |
|
|
2021
Q2 | $2.31M | Sell |
22,498
-135
| -0.6% | -$13.9K | 0.21% | 92 |
|
|
2021
Q1 | $2.36M | Buy |
22,633
+10,786
| +91% | +$1.12M | 0.24% | 87 |
|
|
2020
Q4 | $1.09M | Buy |
11,847
+4,474
| +61% | +$410K | 0.13% | 135 |
|
|
2020
Q3 | $520K | Buy |
7,373
+3,808
| +107% | +$269K | 0.07% | 214 |
|
|
2020
Q2 | $234K | Buy |
+3,565
| New | +$234K | 0.04% | 305 |
|
|
2020
Q1 | – | Sell |
-44,353
| Closed | -$4.05M | – | 329 |
|
|
2019
Q4 | $4.05M | Buy |
44,353
+2,250
| +5% | +$205K | 0.83% | 32 |
|
|
2019
Q3 | $3.67M | Sell |
42,103
-1,875
| -4% | -$163K | 0.86% | 29 |
|
|
2019
Q2 | $3.79M | Hold |
43,978
| – | – | 0.89% | 31 |
|
|
2019
Q1 | $3.9M | Buy |
43,978
+608
| +1% | +$53.9K | 0.91% | 30 |
|
|
2018
Q4 | $3.74M | Sell |
43,370
-2,320
| -5% | -$200K | 0.95% | 29 |
|
|
2018
Q3 | $4.68M | Hold |
45,690
| – | – | 1.15% | 18 |
|
|
2018
Q2 | $5.02M | Buy |
45,690
+1,310
| +3% | +$144K | 1.51% | 12 |
|
|
2018
Q1 | $4.69M | Sell |
44,380
-515
| -1% | -$54.4K | 1.73% | 11 |
|
|
2017
Q4 | $4.95M | Buy |
44,895
+20
| +0% | +$2.21K | 1.85% | 12 |
|
|
2017
Q3 | $4.45M | Buy |
44,875
+310
| +0.7% | +$30.7K | 1.44% | 14 |
|
|
2017
Q2 | $3.76M | Sell |
44,565
-485
| -1% | -$40.9K | 0.82% | 33 |
|
|
2017
Q1 | $4.11M | Hold |
45,050
| – | – | 0.87% | 29 |
|
|
2016
Q4 | $4.16M | Buy |
45,050
+610
| +1% | +$56.3K | 0.91% | 29 |
|
|
2016
Q3 | $3.59M | Buy |
44,440
+215
| +0.5% | +$17.3K | 0.92% | 31 |
|
|
2016
Q2 | $3.29M | Sell |
44,225
-3,860
| -8% | -$287K | 0.87% | 32 |
|
|
2016
Q1 | $3.79M | Hold |
48,085
| – | – | 1.18% | 23 |
|
|
2015
Q4 | $4.18M | Sell |
48,085
-729
| -1% | -$63.4K | 1.15% | 19 |
|
|
2015
Q3 | $4.07M | Sell |
48,814
-2,115
| -4% | -$176K | 1.21% | 15 |
|
|
2015
Q2 | $5.27M | Sell |
50,929
-473
| -0.9% | -$49K | 1.39% | 11 |
|
|
2015
Q1 | $4.51M | Sell |
51,402
-98
| -0.2% | -$8.6K | 1.24% | 14 |
|
|
2014
Q4 | $4.09M | Buy |
51,500
+5,158
| +11% | +$410K | 1.23% | 14 |
|
|
2014
Q3 | $5.04M | Buy |
46,342
+60
| +0.1% | +$6.52K | 1.5% | 12 |
|
|
2014
Q2 | $4.52M | Buy |
46,282
+2,210
| +5% | +$216K | 1.29% | 17 |
|
|
2014
Q1 | $3.92M | Buy |
44,072
+66
| +0.1% | +$5.87K | 2.16% | 9 |
|
|
2013
Q4 | $3.53M | Buy |
+44,006
| New | +$3.53M | 1.96% | 11 |
|