Carson Wealth (CWM LLC)’s Ingles Markets IMKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
366
+63
| +21% | +$3.96K | ﹤0.01% | 3820 |
|
|
2025
Q1 | $20K | Buy |
303
+24
| +9% | +$1.58K | ﹤0.01% | 3671 |
|
|
2024
Q4 | $18K | Sell |
279
-481
| -63% | -$31K | ﹤0.01% | 3514 |
|
|
2024
Q3 | $57K | Buy |
760
+327
| +76% | +$24.5K | ﹤0.01% | 2591 |
|
|
2024
Q2 | $30K | Buy |
433
+306
| +241% | +$21.2K | ﹤0.01% | 2832 |
|
|
2024
Q1 | $10K | Buy |
127
+122
| +2,440% | +$9.61K | ﹤0.01% | 3333 |
|
|
2023
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 4310 |
|
|
2023
Q3 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 4318 |
|
|
2023
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 3967 |
|
|
2023
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 3840 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 3754 |
|
|
2022
Q3 | $1K | Sell |
7
-16
| -70% | -$2.29K | ﹤0.01% | 3662 |
|
|
2022
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 3343 |
|