FWM
Fairhaven Wealth Management’s CarMax KMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,536
| Closed | -$1.49M | – | 122 |
|
|
2022
Q3 | $1.49M | Buy |
22,536
+785
| +4% | +$51.8K | 0.67% | 35 |
|
|
2022
Q2 | $1.97M | Buy |
21,751
+111
| +0.5% | +$10K | 0.92% | 27 |
|
|
2022
Q1 | $2.09M | Buy |
21,640
+224
| +1% | +$21.6K | 0.85% | 28 |
|
|
2021
Q4 | $2.79M | Buy |
21,416
+313
| +1% | +$40.8K | 1.09% | 25 |
|
|
2021
Q3 | $2.7M | Buy |
21,103
+1,892
| +10% | +$242K | 1.11% | 28 |
|
|
2021
Q2 | $2.48M | Buy |
19,211
+1,404
| +8% | +$181K | 0.99% | 29 |
|
|
2021
Q1 | $2.36M | Buy |
17,807
+2,868
| +19% | +$380K | 0.99% | 27 |
|
|
2020
Q4 | $1.41M | Buy |
14,939
+3,619
| +32% | +$342K | 0.62% | 41 |
|
|
2020
Q3 | $1.04M | Buy |
11,320
+1,960
| +21% | +$180K | 0.62% | 38 |
|
|
2020
Q2 | $838K | Buy |
9,360
+1,849
| +25% | +$166K | 0.55% | 39 |
|
|
2020
Q1 | $404K | Buy |
7,511
+3,551
| +90% | +$191K | 0.37% | 49 |
|
|
2019
Q4 | $347K | Sell |
3,960
-94
| -2% | -$8.24K | 0.29% | 48 |
|
|
2019
Q3 | $357K | Hold |
4,054
| – | – | 0.33% | 41 |
|
|
2019
Q2 | $352K | Buy |
4,054
+94
| +2% | +$8.16K | 0.33% | 44 |
|
|
2019
Q1 | $276K | Sell |
3,960
-139
| -3% | -$9.69K | 0.26% | 56 |
|
|
2018
Q4 | $257K | Buy |
+4,099
| New | +$257K | 0.25% | 53 |
|