Creative Planning’s Ingles Markets IMKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$862K Buy
2025
Q1
$394K Sell
2024
Q4
$668K Buy
2024
Q3
$511K Buy
2024
Q2
$335K Buy
2024
Q1
$275K Sell
2023
Q4
$390K Buy
2023
Q3
$216K Sell
2023
Q2
$265K Sell
2023
Q1
$333K Buy
2022
Q4
$266K Buy
2016
Q1
Sell
2015
Q4
$1K Buy
2015
Q2
Sell
2015
Q1
$17K Buy