Avidian Wealth Enterprises’s Ingles Markets IMKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
6,073
-70
| -1% | -$4.44K | 0.02% | 390 |
|
|
2025
Q1 | $400K | Sell |
6,143
-1,300
| -17% | -$84.7K | 0.02% | 357 |
|
|
2024
Q4 | $480K | Buy |
7,443
+150
| +2% | +$9.67K | 0.02% | 299 |
|
|
2024
Q3 | $544K | Sell |
7,293
-2,783
| -28% | -$208K | 0.02% | 281 |
|
|
2024
Q2 | $691K | Hold |
10,076
| – | – | 0.03% | 224 |
|
|
2024
Q1 | $773K | Sell |
10,076
-39
| -0.4% | -$2.99K | 0.04% | 196 |
|
|
2023
Q4 | $874K | Sell |
10,115
-57
| -0.6% | -$4.92K | 0.05% | 180 |
|
|
2023
Q3 | $766K | Hold |
10,172
| – | – | 0.05% | 193 |
|
|
2023
Q2 | $841K | Buy |
10,172
+4,618
| +83% | +$382K | 0.06% | 202 |
|
|
2023
Q1 | $493K | Hold |
5,554
| – | – | 0.03% | 294 |
|
|
2022
Q4 | $536K | Hold |
5,554
| – | – | 0.03% | 264 |
|
|
2022
Q3 | $440K | Sell |
5,554
-382
| -6% | -$30.3K | 0.03% | 258 |
|
|
2022
Q2 | $515K | Sell |
5,936
-224
| -4% | -$19.4K | 0.04% | 261 |
|
|
2022
Q1 | $549K | Sell |
6,160
-1,246
| -17% | -$111K | 0.03% | 274 |
|
|
2021
Q4 | $639K | Buy |
+7,406
| New | +$639K | 0.04% | 251 |
|