Heritage Wealth Advisors’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
6,976
+45
| +0.6% | +$3.02K | 0.02% | 137 |
|
|
2025
Q1 | $540K | Hold |
6,931
| – | – | 0.03% | 120 |
|
|
2024
Q4 | $567K | Sell |
6,931
-1,048
| -13% | -$85.7K | 0.03% | 128 |
|
|
2024
Q3 | $617K | Hold |
7,979
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $585K | Sell |
7,979
-3
| -0% | -$220 | 0.03% | 127 |
|
|
2024
Q1 | $695K | Hold |
7,982
| – | – | 0.03% | 120 |
|
|
2023
Q4 | $613K | Sell |
7,982
-9,838
| -55% | -$755K | 0.03% | 128 |
|
|
2023
Q3 | $1.26M | Hold |
17,820
| – | – | 0.07% | 66 |
|
|
2023
Q2 | $1.49M | Hold |
17,820
| – | – | 0.08% | 61 |
|
|
2023
Q1 | $1.15M | Sell |
17,820
-371
| -2% | -$23.8K | 0.06% | 75 |
|
|
2022
Q4 | $1.11M | Buy |
18,191
+5,000
| +38% | +$304K | 0.06% | 75 |
|
|
2022
Q3 | $871K | Hold |
13,191
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $1.19M | Sell |
13,191
-560
| -4% | -$50.7K | 0.08% | 67 |
|
|
2022
Q1 | $1.33M | Sell |
13,751
-260
| -2% | -$25.1K | 0.07% | 66 |
|
|
2021
Q4 | $1.83M | Sell |
14,011
-428
| -3% | -$55.7K | 0.1% | 63 |
|
|
2021
Q3 | $1.85M | Hold |
14,439
| – | – | 0.11% | 62 |
|
|
2021
Q2 | $1.86M | Hold |
14,439
| – | – | 0.11% | 62 |
|
|
2021
Q1 | $1.92M | Sell |
14,439
-290
| -2% | -$38.5K | 0.12% | 59 |
|
|
2020
Q4 | $1.39M | Buy |
14,729
+2,346
| +19% | +$222K | 0.09% | 74 |
|
|
2020
Q3 | $1.14M | Hold |
12,383
| – | – | 0.15% | 55 |
|
|
2020
Q2 | $1.11M | Sell |
12,383
-282
| -2% | -$25.3K | 0.16% | 53 |
|
|
2020
Q1 | $682K | Buy |
12,665
+398
| +3% | +$21.4K | 0.12% | 67 |
|
|
2019
Q4 | $1.08M | Buy |
12,267
+54
| +0.4% | +$4.73K | 0.14% | 66 |
|
|
2019
Q3 | $1.07M | Hold |
12,213
| – | – | 0.16% | 59 |
|
|
2019
Q2 | $1.06M | Buy |
12,213
+9,631
| +373% | +$836K | 0.16% | 62 |
|
|
2019
Q1 | $180K | Hold |
2,582
| – | – | 0.03% | 136 |
|
|
2018
Q4 | $161K | Hold |
2,582
| – | – | 0.03% | 133 |
|
|
2018
Q3 | $192K | Sell |
2,582
-653
| -20% | -$48.6K | 0.04% | 124 |
|
|
2018
Q2 | $236K | Hold |
3,235
| – | – | 0.09% | 108 |
|
|
2018
Q1 | $201K | Hold |
3,235
| – | – | 0.08% | 113 |
|
|
2017
Q4 | $207K | Hold |
3,235
| – | – | 0.09% | 110 |
|
|
2017
Q3 | $246K | Hold |
3,235
| – | – | 0.12% | 93 |
|
|
2017
Q2 | $204K | Buy |
+3,235
| New | +$204K | 0.11% | 97 |
|
|
2017
Q1 | – | Sell |
-3,235
| Closed | -$208K | – | 96 |
|
|
2016
Q4 | $208K | Sell |
3,235
-2,399
| -43% | -$154K | 0.14% | 81 |
|
|
2016
Q3 | $301K | Sell |
5,634
-23
| -0.4% | -$1.23K | 0.21% | 68 |
|
|
2016
Q2 | $277K | Hold |
5,657
| – | – | 0.19% | 73 |
|
|
2016
Q1 | $290K | Hold |
5,657
| – | – | 0.23% | 63 |
|
|
2015
Q4 | $306K | Sell |
5,657
-327
| -5% | -$17.7K | 0.26% | 56 |
|
|
2015
Q3 | $355K | Hold |
5,984
| – | – | 0.31% | 49 |
|
|
2015
Q2 | $395K | Sell |
5,984
-17
| -0.3% | -$1.12K | 0.33% | 56 |
|
|
2015
Q1 | $414K | Buy |
6,001
+2,000
| +50% | +$138K | 0.34% | 54 |
|
|
2014
Q4 | $266K | Sell |
4,001
-2,975
| -43% | -$198K | 0.24% | 75 |
|
|
2014
Q3 | $324K | Hold |
6,976
| – | – | 0.34% | 55 |
|
|
2014
Q2 | $363K | Hold |
6,976
| – | – | 0.39% | 48 |
|
|
2014
Q1 | $326K | Sell |
6,976
-144
| -2% | -$6.73K | 0.38% | 48 |
|
|
2013
Q4 | $335K | Buy |
+7,120
| New | +$335K | 0.42% | 48 |
|