O'Shaughnessy Asset Management’s Installed Building Products IBP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.68M	Sell	10,093 -427	-4%	-$128K	0.01%	747
2025 Q4	$2.73M	Buy	10,520 +4,557	+76%	+$1.18M	0.02%	716
2025 Q3	$1.47M	Buy	5,963 +2,592	+77%	+$615K	0.01%	960
2025 Q2	$608K	Sell	3,371 -578	-15%	-$96.2K	﹤0.01%	1279
2025 Q1	$677K	Buy	3,949 +799	+25%	+$144K	0.01%	1174
2024 Q4	$552K	Sell	3,150 -1,666	-35%	-$362K	﹤0.01%	1242
2024 Q3	$1.2M	Buy	4,816 +811	+20%	+$184K	0.01%	832
2024 Q2	$824K	Buy	4,005 +26	+0.7%	+$5.86K	0.01%	920
2024 Q1	$1.03M	Buy	3,979 +972	+32%	+$208K	0.01%	814
2023 Q4	$550K	Buy	3,007 +142	+5%	+$19.9K	0.01%	966
2023 Q3	$358K	Buy	2,865 +491	+21%	+$69.3K	0.01%	1043
2023 Q2	$333K	Buy	2,374 +393	+20%	+$46.3K	﹤0.01%	1020
2023 Q1	$226K	Buy	+1,981	New	+$213K	﹤0.01%	1162
2021 Q4	–	Sell	-195	Closed	-$21K	–	1806
2021 Q3	$21K	Buy	195 +22	+13%	+$2.62K	﹤0.01%	1933
2021 Q2	$21K	Buy	173 +38	+28%	+$4.64K	﹤0.01%	1826
2021 Q1	$15K	Hold	135	–	–	﹤0.01%	1689
2020 Q4	$14K	Sell	135 -52	-28%	-$5.31K	﹤0.01%	1479
2020 Q3	$19K	Buy	187 +56	+43%	+$4.8K	﹤0.01%	1260
2020 Q2	$9K	Sell	131 -1,191	-90%	-$66K	﹤0.01%	1276
2020 Q1	$53K	Sell	1,322 -306	-19%	-$19.8K	﹤0.01%	768
2019 Q4	$112K	Buy	+1,628	New	+$110K	﹤0.01%	761
2018 Q2	–	Sell	-4,865	Closed	-$292K	–	939
2018 Q1	$292K	Sell	4,865 -4,249	-47%	-$282K	0.01%	440
2017 Q4	$692K	Sell	9,114 -7	-0.1%	-$485	0.02%	330
2017 Q3	$591K	Buy	9,121 +410	+5%	+$23K	0.01%	336
2017 Q2	$461K	Buy	+8,711	New	+$448K	0.01%	372