Encompass Wealth Advisors’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$384K | – | 299 |
|
|
2023
Q4 | $384K | Hold |
5,000
| – | – | 0.12% | 146 |
|
|
2023
Q3 | $354K | Hold |
5,000
| – | – | 0.12% | 147 |
|
|
2023
Q2 | $419K | Hold |
5,000
| – | – | 0.14% | 135 |
|
|
2023
Q1 | $321K | Buy |
5,000
+1,500
| +43% | +$96.4K | 0.11% | 152 |
|
|
2022
Q4 | $213K | Hold |
3,500
| – | – | 0.08% | 187 |
|
|
2022
Q3 | $231K | Hold |
3,500
| – | – | 0.09% | 170 |
|
|
2022
Q2 | $317K | Hold |
3,500
| – | – | 0.11% | 149 |
|
|
2022
Q1 | $338K | Hold |
3,500
| – | – | 0.09% | 163 |
|
|
2021
Q4 | $456K | Hold |
3,500
| – | – | 0.11% | 139 |
|
|
2021
Q3 | $447K | Sell |
3,500
-1,800
| -34% | -$230K | 0.12% | 136 |
|
|
2021
Q2 | $684K | Hold |
5,300
| – | – | 0.17% | 107 |
|
|
2021
Q1 | $728K | Hold |
5,300
| – | – | 0.19% | 100 |
|
|
2020
Q4 | $501K | Buy |
+5,300
| New | +$501K | 0.29% | 63 |
|