Fortis Advisors’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,450
| Closed | -$157K | – | 176 |
|
|
2023
Q1 | $157K | Hold |
2,450
| – | – | 0.1% | 96 |
|
|
2022
Q4 | $149K | Hold |
2,450
| – | – | 0.11% | 92 |
|
|
2022
Q3 | $162K | Hold |
2,450
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $222K | Hold |
2,450
| – | – | 0.15% | 88 |
|
|
2022
Q1 | $236K | Hold |
2,450
| – | – | 0.13% | 94 |
|
|
2021
Q4 | $319K | Sell |
2,450
-250
| -9% | -$32.6K | 0.19% | 80 |
|
|
2021
Q3 | $345K | Hold |
2,700
| – | – | 0.21% | 68 |
|
|
2021
Q2 | $349K | Hold |
2,700
| – | – | 0.2% | 73 |
|
|
2021
Q1 | $358K | Hold |
2,700
| – | – | 0.25% | 60 |
|
|
2020
Q4 | $255K | Hold |
2,700
| – | – | 0.23% | 52 |
|
|
2020
Q3 | $248K | Sell |
2,700
-300
| -10% | -$27.6K | 0.23% | 45 |
|
|
2020
Q2 | $269K | Hold |
3,000
| – | – | 0.27% | 48 |
|
|
2020
Q1 | $161K | Hold |
3,000
| – | – | 0.11% | 103 |
|
|
2019
Q4 | $263K | Hold |
3,000
| – | – | 0.16% | 83 |
|
|
2019
Q3 | $264K | Hold |
3,000
| – | – | 0.12% | 82 |
|
|
2019
Q2 | $260K | Hold |
3,000
| – | – | 0.13% | 85 |
|
|
2019
Q1 | $209K | Hold |
3,000
| – | – | 0.11% | 107 |
|
|
2018
Q4 | $188K | Hold |
3,000
| – | – | 0.11% | 90 |
|
|
2018
Q3 | $224K | Hold |
3,000
| – | – | 0.13% | 68 |
|
|
2018
Q2 | $219K | Hold |
3,000
| – | – | 0.13% | 71 |
|
|
2018
Q1 | $186K | Buy |
3,000
+1,000
| +50% | +$62K | 0.1% | 70 |
|
|
2017
Q4 | $128K | Hold |
2,000
| – | – | 0.08% | 107 |
|
|
2017
Q3 | $152K | Buy |
+2,000
| New | +$152K | 0.11% | 77 |
|