Creative Planning’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 | $862K | Buy |
13,608
+7,564
| +125% | +$479K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $394K | Sell |
6,044
-4,316
| -42% | -$281K | ﹤0.01% | 2507 |
|
|
2024
Q4 | $668K | Buy |
10,360
+3,512
| +51% | +$226K | ﹤0.01% | 1955 |
|
|
2024
Q3 | $511K | Buy |
6,848
+1,964
| +40% | +$147K | ﹤0.01% | 2093 |
|
|
2024
Q2 | $335K | Buy |
4,884
+1,301
| +36% | +$89.3K | ﹤0.01% | 2254 |
|
|
2024
Q1 | $275K | Sell |
3,583
-932
| -21% | -$71.5K | ﹤0.01% | 2314 |
|
|
2023
Q4 | $390K | Buy |
4,515
+1,652
| +58% | +$143K | ﹤0.01% | 1885 |
|
|
2023
Q3 | $216K | Sell |
2,863
-340
| -11% | -$25.6K | ﹤0.01% | 2177 |
|
|
2023
Q2 | $265K | Sell |
3,203
-550
| -15% | -$45.5K | ﹤0.01% | 1996 |
|
|
2023
Q1 | $333K | Buy |
3,753
+992
| +36% | +$88K | ﹤0.01% | 1734 |
|
|
2022
Q4 | $266K | Buy |
+2,761
| New | +$266K | ﹤0.01% | 1798 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$1K | – | 4279 |
|
|
2015
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 4090 |
|
|
2015
Q2 | – | Sell |
-350
| Closed | -$17K | – | 1921 |
|
|
2015
Q1 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 2816 |
|