Clearstead Trust’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-72
| Closed | -$3.23K | – | 1282 |
|
|
2025
Q3 | $3.23K | Hold |
72
| – | – | ﹤0.01% | 859 |
|
|
2025
Q2 | $4.84K | Buy |
+72
| New | +$4.84K | ﹤0.01% | 755 |
|
|
2024
Q4 | – | Sell |
-427
| Closed | -$33K | – | 434 |
|
|
2024
Q3 | $33K | Sell |
427
-43
| -9% | -$3.4K | 0.01% | 275 |
|
|
2024
Q2 | $34.5K | Sell |
470
-3,455
| -88% | -$249K | 0.01% | 265 |
|
|
2024
Q1 | $342K | Hold |
3,925
| – | – | 0.09% | 96 |
|
|
2023
Q4 | $301K | Sell |
3,925
-2,650
| -40% | -$178K | 0.08% | 131 |
|
|
2023
Q3 | $465K | Hold |
6,575
| – | – | 0.15% | 77 |
|
|
2023
Q2 | $432K | Buy |
6,575
+470
| +8% | +$34.4K | 0.14% | 80 |
|
|
2023
Q1 | $392K | Sell |
6,105
-869
| -12% | -$58.2K | 0.13% | 89 |
|
|
2022
Q4 | $425K | Buy |
6,974
+869
| +14% | +$55.8K | 0.14% | 82 |
|
|
2022
Q3 | $403K | Hold |
6,105
| – | – | 0.14% | 82 |
|
|
2022
Q2 | $552K | Sell |
6,105
-475
| -7% | -$44.7K | 0.42% | 45 |
|
|
2022
Q1 | $635K | Hold |
6,580
| – | – | 0.41% | 43 |
|
|
2021
Q4 | $857K | Sell |
6,580
-230
| -3% | -$32.2K | 0.51% | 44 |
|
|
2021
Q3 | $871K | Sell |
6,810
-805
| -11% | -$107K | 0.55% | 40 |
|
|
2021
Q2 | $983K | Hold |
7,615
| – | – | 0.64% | 37 |
|
|
2021
Q1 | $1.01M | Sell |
7,615
-10,015
| -57% | -$1.22M | 0.75% | 32 |
|
|
2020
Q4 | $1.59M | Buy |
17,630
+10,035
| +132% | +$941K | 0.95% | 35 |
|
|
2020
Q3 | $698K | Hold |
7,595
| – | – | 0.55% | 42 |
|
|
2020
Q2 | $680K | Sell |
7,595
-765
| -9% | -$59.9K | 0.57% | 42 |
|
|
2020
Q1 | $450K | Sell |
8,360
-2,460
| -23% | -$208K | 0.41% | 54 |
|
|
2019
Q4 | $949K | Hold |
10,820
| – | – | 0.7% | 41 |
|
|
2019
Q3 | $952K | Hold |
10,820
| – | – | 0.74% | 39 |
|
|
2019
Q2 | $940K | Hold |
10,820
| – | – | 0.75% | 38 |
|
|
2019
Q1 | $756K | Buy |
10,820
+1,135
| +12% | +$70K | 0.63% | 45 |
|
|
2018
Q4 | $608K | Buy |
9,685
+2,612
| +37% | +$172K | 0.57% | 45 |
|
|
2018
Q3 | $528K | Sell |
7,073
-192
| -3% | -$14.6K | 0.41% | 48 |
|
|
2018
Q2 | $529K | Hold |
7,265
| – | – | 0.47% | 47 |
|
|
2018
Q1 | $450K | Buy |
7,265
+675
| +10% | +$44.1K | 0.39% | 64 |
|
|
2017
Q4 | $423K | Sell |
6,590
-130
| -2% | -$9.28K | 0.29% | 74 |
|
|
2017
Q3 | $509K | Sell |
6,720
-295
| -4% | -$19.7K | 0.38% | 68 |
|
|
2017
Q2 | $442K | Sell |
7,015
-565
| -7% | -$34.1K | 0.35% | 66 |
|
|
2017
Q1 | $449K | Hold |
7,580
| – | – | 0.37% | 65 |
|
|
2016
Q4 | $488K | Buy |
+7,580
| New | +$425K | 0.44% | 58 |
|
Other funds holding KMX
SIM
AMH
