WIA
Westbourne Investment Advisors’s Methanex MEOH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
121,272
+1,513
| +1% | +$50.1K | 1.22% | 26 |
|
|
2025
Q1 | $4.2M | Buy |
119,759
+1,778
| +2% | +$62.4K | 1.49% | 25 |
|
|
2024
Q4 | $5.89M | Buy |
117,981
+7,375
| +7% | +$368K | 2.02% | 19 |
|
|
2024
Q3 | $4.57M | Buy |
110,606
+1,789
| +2% | +$74K | 1.6% | 27 |
|
|
2024
Q2 | $5.25M | Sell |
108,817
-749
| -0.7% | -$36.2K | 1.9% | 22 |
|
|
2024
Q1 | $4.89M | Buy |
109,566
+5,350
| +5% | +$239K | 1.8% | 25 |
|
|
2023
Q4 | $4.94M | Buy |
104,216
+465
| +0.4% | +$22K | 1.98% | 20 |
|
|
2023
Q3 | $4.67M | Buy |
103,751
+553
| +0.5% | +$24.9K | 2.15% | 17 |
|
|
2023
Q2 | $4.27M | Sell |
103,198
-625
| -0.6% | -$25.9K | 1.91% | 20 |
|
|
2023
Q1 | $4.83M | Sell |
103,823
-2,644
| -2% | -$123K | 2.33% | 14 |
|
|
2022
Q4 | $4.03M | Buy |
106,467
+875
| +0.8% | +$33.1K | 2.04% | 18 |
|
|
2022
Q3 | $3.37M | Sell |
105,592
-3,697
| -3% | -$118K | 1.78% | 20 |
|
|
2022
Q2 | $4.18M | Sell |
109,289
-8,900
| -8% | -$340K | 2.59% | 13 |
|
|
2022
Q1 | $6.45M | Sell |
118,189
-995
| -0.8% | -$54.3K | 2.67% | 10 |
|
|
2021
Q4 | $4.71M | Buy |
119,184
+3,181
| +3% | +$126K | 1.85% | 19 |
|
|
2021
Q3 | $5.34M | Buy |
116,003
+1,687
| +1% | +$77.7K | 2.43% | 15 |
|
|
2021
Q2 | $3.78M | Buy |
114,316
+2,229
| +2% | +$73.7K | 1.71% | 21 |
|
|
2021
Q1 | $4.11M | Sell |
112,087
-4,143
| -4% | -$152K | 2.05% | 19 |
|
|
2020
Q4 | $5.35M | Buy |
+116,230
| New | +$5.35M | 3.12% | 10 |
|
|
2020
Q2 | – | Sell |
-111,343
| Closed | -$1.36M | – | 69 |
|
|
2020
Q1 | $1.36M | Buy |
111,343
+1,320
| +1% | +$16.1K | 1.25% | 22 |
|
|
2019
Q4 | $4.25M | Buy |
110,023
+8,205
| +8% | +$317K | 2.9% | 8 |
|
|
2019
Q3 | $3.62M | Buy |
101,818
+33,130
| +48% | +$1.18M | 2.7% | 9 |
|
|
2019
Q2 | $3.12M | Buy |
68,688
+26,490
| +63% | +$1.2M | 2.53% | 8 |
|
|
2019
Q1 | $2.4M | Buy |
42,198
+9,675
| +30% | +$550K | 1.84% | 16 |
|
|
2018
Q4 | $1.57M | Buy |
32,523
+12,298
| +61% | +$592K | 1.35% | 23 |
|
|
2018
Q3 | $1.6M | Buy |
20,225
+3,220
| +19% | +$254K | 1.16% | 23 |
|
|
2018
Q2 | $1.2M | Sell |
17,005
-25
| -0.1% | -$1.77K | 1.04% | 29 |
|
|
2018
Q1 | $1.03M | Buy |
17,030
+3,215
| +23% | +$195K | 0.83% | 43 |
|
|
2017
Q4 | $837K | Sell |
13,815
-260
| -2% | -$15.8K | 0.64% | 53 |
|
|
2017
Q3 | $708K | Sell |
14,075
-2,275
| -14% | -$114K | 0.55% | 54 |
|
|
2017
Q2 | $720K | Buy |
16,350
+490
| +3% | +$21.6K | 0.59% | 53 |
|
|
2017
Q1 | $744K | Sell |
15,860
-1,576
| -9% | -$73.9K | 0.61% | 49 |
|
|
2016
Q4 | $764K | Buy |
17,436
+165
| +1% | +$7.23K | 0.67% | 51 |
|
|
2016
Q3 | $616K | Buy |
17,271
+1,185
| +7% | +$42.3K | 0.55% | 60 |
|
|
2016
Q2 | $468K | Buy |
16,086
+670
| +4% | +$19.5K | 0.42% | 67 |
|
|
2016
Q1 | $495K | Buy |
15,416
+2,965
| +24% | +$95.2K | 0.47% | 62 |
|
|
2015
Q4 | $411K | Buy |
12,451
+280
| +2% | +$9.24K | 0.4% | 68 |
|
|
2015
Q3 | $404K | Buy |
12,171
+850
| +8% | +$28.2K | 0.41% | 70 |
|
|
2015
Q2 | $630K | Buy |
+11,321
| New | +$630K | 0.57% | 55 |
|