PWMAG
Pinnacle Wealth Management Advisory Group’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,094
| Closed | -$922K | – | 379 |
|
|
2025
Q1 | $922K | Buy |
13,094
+3,045
| +30% | +$214K | 0.09% | 143 |
|
|
2024
Q4 | $746K | Sell |
10,049
-1,178
| -10% | -$87.5K | 0.07% | 158 |
|
|
2024
Q3 | $1.08M | Buy |
11,227
+452
| +4% | +$43.3K | 0.1% | 129 |
|
|
2024
Q2 | $1.03M | Buy |
10,775
+794
| +8% | +$76K | 0.11% | 128 |
|
|
2024
Q1 | $1.02M | Buy |
9,981
+414
| +4% | +$42.3K | 0.11% | 126 |
|
|
2023
Q4 | $910K | Buy |
9,567
+114
| +1% | +$10.8K | 0.11% | 131 |
|
|
2023
Q3 | $895K | Buy |
9,453
+711
| +8% | +$67.3K | 0.12% | 120 |
|
|
2023
Q2 | $803K | Buy |
8,742
+581
| +7% | +$53.4K | 0.1% | 134 |
|
|
2023
Q1 | $766K | Buy |
8,161
+603
| +8% | +$56.6K | 0.1% | 141 |
|
|
2022
Q4 | $628K | Sell |
7,558
-221
| -3% | -$18.4K | 0.09% | 151 |
|
|
2022
Q3 | $586K | Sell |
7,779
-10,418
| -57% | -$785K | 0.1% | 142 |
|
|
2022
Q2 | $1.59M | Buy |
18,197
+505
| +3% | +$44.2K | 0.26% | 85 |
|
|
2022
Q1 | $1.82M | Buy |
17,692
+876
| +5% | +$90.1K | 0.26% | 89 |
|
|
2021
Q4 | $1.55M | Buy |
+16,816
| New | +$1.55M | 0.25% | 89 |
|
|
2020
Q1 | – | Sell |
-19,490
| Closed | -$1.84M | – | 183 |
|
|
2019
Q4 | $1.84M | Buy |
19,490
+7,695
| +65% | +$727K | 0.69% | 39 |
|
|
2019
Q3 | $1.06M | Buy |
11,795
+5,157
| +78% | +$461K | 0.44% | 71 |
|
|
2019
Q2 | $572K | Sell |
6,638
-1,145
| -15% | -$98.7K | 0.24% | 100 |
|
|
2019
Q1 | $654K | Buy |
7,783
+2,545
| +49% | +$214K | 0.3% | 90 |
|
|
2018
Q4 | $436K | Sell |
5,238
-1,530
| -23% | -$127K | 0.24% | 105 |
|
|
2018
Q3 | $694K | Buy |
6,768
+478
| +8% | +$49K | 0.34% | 80 |
|
|
2018
Q2 | $691K | Buy |
6,290
+775
| +14% | +$85.1K | 0.37% | 78 |
|
|
2018
Q1 | $583K | Buy |
5,515
+40
| +0.7% | +$4.23K | 0.33% | 82 |
|
|
2017
Q4 | $604K | Buy |
5,475
+210
| +4% | +$23.2K | 0.33% | 79 |
|
|
2017
Q3 | $521K | Buy |
5,265
+295
| +6% | +$29.2K | 0.3% | 86 |
|
|
2017
Q2 | $419K | Buy |
4,970
+725
| +17% | +$61.1K | 0.26% | 96 |
|
|
2017
Q1 | $387K | Buy |
4,245
+475
| +13% | +$43.3K | 0.27% | 87 |
|
|
2016
Q4 | $323K | Buy |
3,770
+1,005
| +36% | +$86.1K | 0.23% | 92 |
|
|
2016
Q3 | $223K | Sell |
2,765
-25
| -0.9% | -$2.02K | 0.17% | 115 |
|
|
2016
Q2 | $208K | Buy |
2,790
+370
| +15% | +$27.6K | 0.16% | 110 |
|
|
2016
Q1 | $207K | Buy |
+2,420
| New | +$207K | 0.18% | 107 |
|