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GWS
Glassman Wealth Services’s
Ingles Markets
IMKTA
Stock Holding History
Glassman Wealth Services’s Portfolio
IMKTA Stock Details
IMKTA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-7
Closed
-$605
–
965
2023
Q4
$605
Hold
7
–
–
﹤0.01%
1681
2023
Q3
$527
Hold
7
–
–
﹤0.01%
1722
2023
Q2
$579
Hold
7
–
–
﹤0.01%
1607
2023
Q1
$621
Hold
7
–
–
﹤0.01%
1576
2022
Q4
$675
Sell
7
-11
-61%
-$1.03K
﹤0.01%
1542
2022
Q3
$1K
Hold
18
–
–
﹤0.01%
1431
2022
Q2
$2K
Buy
18
+1
+6%
+$91
﹤0.01%
1248
2022
Q1
$2K
Buy
17
+10
+143%
+$849
﹤0.01%
1235
2021
Q4
$1K
Hold
7
–
–
﹤0.01%
1403
2021
Q3
$0
Hold
7
–
–
﹤0.01%
1699
2021
Q2
$0
Hold
7
–
–
﹤0.01%
1551
2021
Q1
$0
Buy
+7
New
+$366
﹤0.01%
1512
2020
Q1
–
Sell
-9
Closed
–
–
1325
2019
Q4
$0
Hold
9
–
–
﹤0.01%
1314
2019
Q3
$0
Hold
9
–
–
﹤0.01%
1198
2019
Q2
$0
Buy
+9
New
+$264
﹤0.01%
1210
2018
Q3
–
Sell
-10
Closed
–
–
877
2018
Q2
$0
Hold
10
–
–
﹤0.01%
864
2018
Q1
$0
Hold
10
–
–
﹤0.01%
815
2017
Q4
$0
Buy
+10
New
+$272
﹤0.01%
724
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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