Bell & Brown Wealth Advisors’s Innospec IOSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$418K	Sell	4,966 -250	-5%	-$21K	0.15%	61
2025 Q1	$494K	Hold	5,216	–	–	0.19%	59
2024 Q4	$574K	Hold	5,216	–	–	0.21%	57
2024 Q3	$590K	Hold	5,216	–	–	0.23%	57
2024 Q2	$645K	Hold	5,216	–	–	0.25%	55
2024 Q1	$673K	Hold	5,216	–	–	0.29%	54
2023 Q4	$643K	Buy	+5,216	New	+$643K	0.3%	55
2023 Q2	$524K	Hold	5,216	–	–	0.26%	55
2023 Q1	$536K	Hold	5,216	–	–	0.29%	53
2022 Q4	$537K	Sell	5,216 -2	-0%	-$206	0.3%	55
2022 Q3	$447K	Hold	5,218	–	–	0.28%	55
2022 Q2	$500K	Buy	5,218 +32	+0.6%	+$3.07K	0.27%	57
2022 Q1	$480K	Hold	5,186	–	–	0.22%	60
2021 Q4	$477K	Buy	5,186 +36	+0.7%	+$3.31K	0.23%	58
2021 Q3	$434K	Buy	+5,150	New	+$434K	0.23%	58
2020 Q3	$348K	Hold	5,091	–	–	0.25%	60
2020 Q2	$378K	Buy	5,091 +33	+0.7%	+$2.45K	0.3%	60
2020 Q1	$362K	Hold	5,058	–	–	0.34%	60
2019 Q4	$527K	Buy	5,058 +27	+0.5%	+$2.81K	0.39%	63
2019 Q3	$438K	Hold	5,031	–	–	0.36%	64
2019 Q2	$459K	Buy	5,031 +31	+0.6%	+$2.83K	0.4%	63
2019 Q1	$417K	Sell	5,000 -2,648	-35%	-$221K	0.38%	66
2018 Q4	$472K	Buy	7,648 +45	+0.6%	+$2.78K	0.51%	60
2018 Q3	$509K	Hold	7,603	–	–	0.47%	66
2018 Q2	$582K	Sell	7,603 -2,457	-24%	-$188K	0.57%	61
2018 Q1	$718K	Hold	10,060	–	–	0.76%	56
2017 Q4	$710K	Buy	+10,060	New	+$710K	0.74%	55