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 |
|