Ritholtz Wealth Management’s Ingles Markets IMKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,776
| Closed | -$213K | – | 844 |
|
2024
Q1 | $213K | Sell |
2,776
-484
| -15% | -$37.1K | 0.01% | 733 |
|
2023
Q4 | $282K | Sell |
3,260
-504
| -13% | -$43.5K | 0.01% | 615 |
|
2023
Q3 | $284K | Sell |
3,764
-1,976
| -34% | -$149K | 0.01% | 561 |
|
2023
Q2 | $474K | Sell |
5,740
-3,951
| -41% | -$327K | 0.02% | 444 |
|
2023
Q1 | $860K | Buy |
9,691
+2,001
| +26% | +$177K | 0.04% | 296 |
|
2022
Q4 | $742K | Buy |
7,690
+1,432
| +23% | +$138K | 0.04% | 293 |
|
2022
Q3 | $496K | Buy |
6,258
+803
| +15% | +$63.6K | 0.03% | 403 |
|
2022
Q2 | $473K | Sell |
5,455
-327
| -6% | -$28.4K | 0.03% | 327 |
|
2022
Q1 | $515K | Sell |
5,782
-5
| -0.1% | -$445 | 0.03% | 301 |
|
2021
Q4 | $500K | Buy |
5,787
+945
| +20% | +$81.6K | 0.03% | 301 |
|
2021
Q3 | $320K | Buy |
4,842
+777
| +19% | +$51.4K | 0.02% | 357 |
|
2021
Q2 | $237K | Buy |
+4,065
| New | +$237K | 0.02% | 417 |
|