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Burney Company’s Innospec IOSP Stock Holding History

Burney Company’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,291
Closed -$445K – 597
2025
Q2 		$445K Sell
5,291
-24,154
-82% -$2.11M 0.02% 433
2025
Q1 		$2.79M Buy
29,445
+2,010
+7% +$213K 0.1% 176
2024
Q4 		$3.02M Buy
+27,435
New +$3.14M 0.11% 173
2021
Q3 		– Sell
-2,335
Closed -$212K – 585
2021
Q2 		$212K Hold
2,335
– – 0.01% 565
2021
Q1 		$240K Sell
2,335
-110
-4% -$10.9K 0.01% 517
2020
Q4 		$222K Buy
+2,445
New +$190K 0.01% 493
2020
Q1 		– Sell
-2,445
Closed -$253K – 453
2019
Q4 		$253K Sell
2,445
-145
-6% -$13.9K 0.01% 420
2019
Q3 		$231K Sell
2,590
-110
-4% -$9.86K 0.01% 412
2019
Q2 		$246K Hold
2,700
– – 0.01% 410
2019
Q1 		$225K Buy
+2,700
New +$201K 0.01% 423
2018
Q4 		– Sell
-2,700
Closed -$207K – 439
2018
Q3 		$207K Hold
2,700
– – 0.01% 429
2018
Q2 		$207K Buy
+2,700
New +$202K 0.01% 433
2015
Q4 		– Sell
-12,945
Closed -$602K – 382
2015
Q3 		$602K Sell
12,945
-100
-0.8% -$4.58K 0.05% 238
2015
Q2 		$588K Buy
+13,045
New +$585K 0.04% 252

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