Beacon Financial Group’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,355
| Closed | -$205K | – | 333 |
|
|
2024
Q1 | $205K | Buy |
+2,355
| New | +$178K | 0.02% | 310 |
|
|
2023
Q1 | – | Sell |
-10,933
| Closed | -$1.96M | – | 225 |
|
|
2022
Q4 | $1.96M | Sell |
10,933
-8,218
| -43% | -$528K | 0.27% | 93 |
|
|
2022
Q3 | $1.24M | Buy |
19,151
+173
| +0.9% | +$15.8K | 0.19% | 113 |
|
|
2022
Q2 | $1.87M | Sell |
18,978
-503
| -3% | -$47.3K | 0.28% | 94 |
|
|
2022
Q1 | $1.92M | Buy |
19,481
+13,079
| +204% | +$1.41M | 0.26% | 95 |
|
|
2021
Q4 | $813K | Buy |
6,402
+125
| +2% | +$17.5K | 0.11% | 157 |
|
|
2021
Q3 | $919K | Buy |
6,277
+264
| +4% | +$35.1K | 0.12% | 143 |
|
|
2021
Q2 | $808K | Buy |
6,013
+455
| +8% | +$56.3K | 0.11% | 151 |
|
|
2021
Q1 | $592K | Hold |
5,558
| – | – | 0.09% | 156 |
|
|
2020
Q4 | $592K | Buy |
5,558
+492
| +10% | +$46.1K | 0.09% | 159 |
|
|
2020
Q3 | $466K | Buy |
5,066
+99
| +2% | +$9.89K | 0.08% | 153 |
|
|
2020
Q2 | $422K | Buy |
4,967
+74
| +2% | +$5.8K | 0.08% | 153 |
|
|
2020
Q1 | $273K | Sell |
4,893
-418
| -8% | -$35.4K | 0.06% | 158 |
|
|
2019
Q4 | $466K | Sell |
5,311
-110
| -2% | -$10.3K | 0.06% | 157 |
|
|
2019
Q3 | $474K | Buy |
5,421
+35
| +0.6% | +$3K | 0.08% | 145 |
|
|
2019
Q2 | $468K | Buy |
5,386
+119
| +2% | +$9.31K | 0.08% | 145 |
|
|
2019
Q1 | $368 | Buy |
5,267
+34
| +0.6% | +$2.1K | 0.06% | 146 |
|
|
2018
Q4 | $327K | Sell |
5,233
-67
| -1% | -$4.42K | 0.06% | 154 |
|
|
2018
Q3 | $396K | Buy |
5,300
+92
| +2% | +$7.02K | 0.07% | 147 |
|
|
2018
Q2 | $380K | Buy |
5,208
+28
| +0.5% | +$1.87K | 0.06% | 151 |
|
|
2018
Q1 | $321K | Sell |
5,180
-143
| -3% | -$9.35K | 0.05% | 169 |
|
|
2017
Q4 | $341K | Buy |
5,323
+37
| +0.7% | +$2.64K | 0.06% | 160 |
|
|
2017
Q3 | $401K | Buy |
5,286
+331
| +7% | +$22.1K | 0.07% | 140 |
|
|
2017
Q2 | $308K | Sell |
4,955
-95
| -2% | -$5.74K | 0.06% | 169 |
|
|
2017
Q1 | $303K | Sell |
5,050
-191
| -4% | -$12.4K | 0.06% | 162 |
|
|
2016
Q4 | $337K | Sell |
5,241
-39
| -0.7% | -$2.19K | 0.07% | 153 |
|
|
2016
Q3 | $275K | Sell |
5,280
-351
| -6% | -$19.9K | 0.06% | 169 |
|
|
2016
Q2 | $270K | Sell |
5,631
-143
| -2% | -$7.34K | 0.06% | 163 |
|
|
2016
Q1 | $293K | Sell |
5,774
-133
| -2% | -$6.28K | 0.06% | 152 |
|
|
2015
Q4 | $322K | Buy |
5,907
+211
| +4% | +$12K | 0.07% | 140 |
|
|
2015
Q3 | $330K | Sell |
5,696
-176
| -3% | -$11K | 0.08% | 135 |
|
|
2015
Q2 | $389K | Buy |
5,872
+95
| +2% | +$6.77K | 0.08% | 130 |
|
|
2015
Q1 | $400K | Buy |
5,777
+211
| +4% | +$13.8K | 0.09% | 117 |
|
|
2014
Q4 | $374K | Buy |
5,566
+84
| +2% | +$4.66K | 0.08% | 125 |
|
|
2014
Q3 | $258K | Sell |
5,482
-13
| -0.2% | -$666 | 0.06% | 167 |
|
|
2014
Q2 | $285K | Buy |
5,495
+10
| +0.2% | +$454 | 0.06% | 147 |
|
|
2014
Q1 | $250K | Buy |
5,485
+177
| +3% | +$8.27K | 0.05% | 156 |
|
|
2013
Q4 | $250K | Buy |
5,308
+146
| +3% | +$7.16K | 0.05% | 168 |
|
|
2013
Q3 | $254K | Buy |
+5,162
| New | +$253K | 0.05% | 161 |
|
Other funds holding KMX
RCG
