WAG
Windsor Advisory Group’s Installed Building Products IBP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Hold |
4,374
| – | – | 1.12% | 16 |
|
|
2025
Q1 | $750K | Hold |
4,374
| – | – | 0.97% | 18 |
|
|
2024
Q4 | $767K | Hold |
4,374
| – | – | 0.89% | 24 |
|
|
2024
Q3 | $1.08M | Hold |
4,374
| – | – | 1.22% | 19 |
|
|
2024
Q2 | $900K | Buy |
4,374
+934
| +27% | +$192K | 1.8% | 15 |
|
|
2024
Q1 | $890K | Hold |
3,440
| – | – | 2.51% | 13 |
|
|
2023
Q4 | $629K | Hold |
3,440
| – | – | 1.87% | 16 |
|
|
2023
Q3 | $430K | Hold |
3,440
| – | – | 1.02% | 26 |
|
|
2023
Q2 | $482K | Buy |
3,440
+1,067
| +45% | +$150K | 1.19% | 22 |
|
|
2023
Q1 | $271K | Hold |
2,373
| – | – | 0.65% | 34 |
|
|
2022
Q4 | $203K | Buy |
+2,373
| New | +$203K | 0.54% | 43 |
|