Pinnacle Wealth Planning Services’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	$271K	Buy	1,022 +28	+3%	+$8.38K	0.03%	372
2025 Q4	$258K	Hold	994	–	–	0.03%	375
2025 Q3	$245K	Buy	+994	New	+$236K	0.03%	384
2025 Q1	–	Sell	-1,403	Closed	-$246K	–	416
2024 Q4	$246K	Sell	1,403 -290	-17%	-$63.1K	0.04%	307
2024 Q3	$417K	Buy	1,693 +86	+5%	+$19.5K	0.06%	224
2024 Q2	$331K	Sell	1,607 -45	-3%	-$10.1K	0.05%	262
2024 Q1	$427K	Buy	1,652 +19	+1%	+$4.07K	0.06%	221
2023 Q4	$299K	Sell	1,633 -6	-0.4%	-$842	0.05%	274
2023 Q3	$205K	Sell	1,639 -24	-1%	-$3.39K	0.03%	362
2023 Q2	$233K	Buy	+1,663	New	+$196K	0.04%	326
2021 Q1	–	Sell	-736	Closed	-$75K	–	1089
2020 Q4	$75K	Buy	+736	New	+$75.2K	0.02%	598