Pinnacle Value Fund IMKTA Holdings History

Number of Shares
17,224.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
5.27%
Total Estimate Gain
$-39,347.80
% of Total Estimate Gain
-3.34%

Pinnacle Value Fund's Ingles Markets Inc Holding Summary

As of 2025-03-31, BERTOLET CAPITAL TRUST held 17,224.00 shares of Ingles Markets Inc(IMKTA), totaling $1.12 Mil. This investment constitutes 5.27% of their stock portfolio, and BERTOLET CAPITAL TRUST now holds 0.09% of the outstanding Ingles Markets Inc(IMKTA) stock.

The initial trade took place in 2024Q3. And since then Pinnacle Value Fund has made 2 purchases of IMKTA, at an average price of $68.38, for a total of 17,224.00 shares. Based on historical transaction data and IMKTA's current price of $66.10, Pinnacle Value Fund's estimated gain on his IMKTA holdings is $-39,347.80, reflecting a -3.34% gain to date.

Pinnacle Value Fund IMKTA ($66.10) Holding Chart

Pinnacle Value Fund IMKTA ($66.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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