Beacon Investment Advisory Services’s Installed Building Products IBP Stock Holding History

Beacon Investment Advisory Services’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.49M	Buy	15,203 +3,229	+27%	+$785K	0.13%	102
2026 Q1	$3.17M	Hold	11,974	–	–	0.13%	104
2025 Q4	$3.11M	Sell	11,974 -2,500	-17%	-$646K	0.13%	99
2025 Q3	$3.57M	Sell	14,474 -1,500	-9%	-$356K	0.15%	96
2025 Q2	$2.88M	Buy	15,974 +6,173	+63%	+$1.03M	0.13%	99
2025 Q1	$1.68M	Hold	9,801	–	–	0.08%	117
2024 Q4	$1.72M	Hold	9,801	–	–	0.07%	119
2024 Q3	$2.41M	Hold	9,801	–	–	0.1%	114
2024 Q2	$2.02M	Buy	9,801 +4,463	+84%	+$1.01M	0.09%	115
2024 Q1	$1.38M	Sell	5,338 -7,000	-57%	-$1.5M	0.06%	124
2023 Q4	$2.26M	Hold	12,338	–	–	0.1%	115
2023 Q3	$1.54M	Hold	12,338	–	–	0.08%	131
2023 Q2	$1.73M	Buy	12,338 +5,493	+80%	+$647K	0.08%	131
2023 Q1	$781K	Sell	6,845 -5,000	-42%	-$539K	0.04%	159
2022 Q4	$1.01M	Hold	11,845	–	–	0.05%	149
2022 Q3	$959K	Hold	11,845	–	–	0.05%	149
2022 Q2	$985K	Buy	11,845 +8,826	+292%	+$755K	0.05%	154
2022 Q1	$255K	Hold	3,019	–	–	0.01%	263
2021 Q4	$422K	Hold	3,019	–	–	0.02%	228
2021 Q3	$323K	Hold	3,019	–	–	0.01%	248
2021 Q2	$369K	Sell	3,019 -7,600	-72%	-$927K	0.01%	242
2021 Q1	$1.18M	Hold	10,619	–	–	0.05%	150
2020 Q4	$1.08M	Hold	10,619	–	–	0.05%	145
2020 Q3	$1.08M	Sell	10,619 -1,000	-9%	-$85.7K	0.06%	144
2020 Q2	$799K	Buy	+11,619	New	+$644K	0.05%	148
2020 Q1	–	Sell	-4,165	Closed	-$287K	–	247
2019 Q4	$287K	Sell	4,165 -21,000	-83%	-$1.42M	0.02%	220
2019 Q3	$1.44M	Hold	25,165	–	–	0.14%	103
2019 Q2	$1.49M	Sell	25,165 -7,079	-22%	-$373K	0.16%	97
2019 Q1	$1.56M	Sell	32,244 -3,500	-10%	-$150K	0.17%	93
2018 Q4	$1.2M	Hold	35,744	–	–	0.13%	108
2018 Q3	$1.39M	Hold	35,744	–	–	0.14%	104
2018 Q2	$2.02M	Buy	35,744 +8,529	+31%	+$505K	0.2%	90
2018 Q1	$1.63M	Sell	27,215 -3,000	-10%	-$199K	0.17%	99
2017 Q4	$2.29M	Sell	30,215 -35,215	-54%	-$2.44M	0.24%	92
2017 Q3	$4.24M	Buy	65,430 +30,215	+86%	+$1.69M	0.37%	79
2017 Q2	$1.86M	Sell	35,215 -3,069	-8%	-$158K	0.55%	11
2017 Q1	$2.02M	Sell	38,284 -5,235	-12%	-$235K	0.68%	11
2016 Q4	$1.8M	Buy	+43,519	New	+$1.66M	0.63%	10