WealthPlan Investment Management’s Buckle BKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
14,073
+2,625
+23% +$119K 0.05% 217
2025
Q1
$439K Buy
11,448
+1
+0% +$38 0.04% 183
2024
Q4
$582K Buy
11,447
+686
+6% +$34.9K 0.06% 153
2024
Q3
$473K Buy
+10,761
New +$473K 0.05% 161
2023
Q3
Sell
-200
Closed -$6.92K 178
2023
Q2
$6.92K Hold
200
﹤0.01% 286
2023
Q1
$7.14K Sell
200
-56,520
-100% -$2.02M ﹤0.01% 344
2022
Q4
$2.47M Buy
56,720
+1
+0% +$43 0.17% 109
2022
Q3
$2.59M Buy
+56,719
New +$2.59M 0.19% 97
2022
Q1
$1.27M Buy
+40,964
New +$1.27M 0.09% 150