Montag & Associates’s Installed Building Products IBP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Sell	1,500 -500	-25%	-$90.2K	0.01%	369
2025 Q1	$343K	Hold	2,000	–	–	0.02%	348
2024 Q4	$351K	Hold	2,000	–	–	0.02%	356
2024 Q3	$493K	Hold	2,000	–	–	0.02%	323
2024 Q2	$411K	Hold	2,000	–	–	0.02%	331
2024 Q1	$517K	Hold	2,000	–	–	0.03%	318
2023 Q4	$366K	Hold	2,000	–	–	0.02%	332
2023 Q3	$250K	Hold	2,000	–	–	0.02%	358
2023 Q2	$280K	Hold	2,000	–	–	0.02%	351
2023 Q1	$228K	Hold	2,000	–	–	0.01%	365
2022 Q4	$171K	Hold	2,000	–	–	0.01%	389
2022 Q3	$162K	Hold	2,000	–	–	0.01%	382
2022 Q2	$166K	Hold	2,000	–	–	0.01%	382
2022 Q1	$169K	Hold	2,000	–	–	0.01%	407
2021 Q4	$279K	Hold	2,000	–	–	0.01%	354
2021 Q3	$214K	Hold	2,000	–	–	0.01%	376
2021 Q2	$245K	Hold	2,000	–	–	0.01%	366
2021 Q1	$222K	Hold	2,000	–	–	0.01%	371
2020 Q4	$204K	Sell	2,000 -31,373	-94%	-$3.2M	0.01%	359
2020 Q3	$3.4M	Hold	33,373	–	–	0.27%	98
2020 Q2	$2.3M	Hold	33,373	–	–	0.2%	114
2020 Q1	$1.33M	Buy	33,373 +20,000	+150%	+$798K	0.13%	142
2019 Q4	$921K	Hold	13,373	–	–	0.07%	191
2019 Q3	$767K	Hold	13,373	–	–	0.07%	196
2019 Q2	$792K	Hold	13,373	–	–	0.07%	190
2019 Q1	$649K	Hold	13,373	–	–	0.06%	204
2018 Q4	$451K	Hold	13,373	–	–	0.05%	210
2018 Q3	$522K	Sell	13,373 -21,260	-61%	-$830K	0.05%	236
2018 Q2	$1.96M	Buy	34,633 +7,000	+25%	+$396K	0.2%	117
2018 Q1	$1.66M	Hold	27,633	–	–	0.17%	135
2017 Q4	$2.1M	Buy	27,633 +6,373	+30%	+$484K	0.2%	127
2017 Q3	$1.38M	Buy	21,260 +365	+2%	+$23.7K	0.15%	135
2017 Q2	$1.11M	Buy	+20,895	New	+$1.11M	0.12%	141