KCM Investment Advisors’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,355
| Closed | -$205K | – | 377 |
|
|
2024
Q1 | $205K | Buy |
+2,355
| New | +$178K | 0.01% | 368 |
|
|
2023
Q2 | – | Sell |
-3,855
| Closed | -$248K | – | 399 |
|
|
2023
Q1 | $248K | Sell |
3,855
-270
| -7% | -$18.1K | 0.01% | 370 |
|
|
2022
Q4 | $251K | Sell |
4,125
-2,690
| -39% | -$173K | 0.01% | 359 |
|
|
2022
Q3 | $450K | Hold |
6,815
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $617K | Hold |
6,815
| – | – | 0.03% | 240 |
|
|
2022
Q1 | $658K | Hold |
6,815
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $888K | Sell |
6,815
-16
| -0.2% | -$2.24K | 0.03% | 225 |
|
|
2021
Q3 | $874K | Hold |
6,831
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $882K | Hold |
6,831
| – | – | 0.04% | 217 |
|
|
2021
Q1 | $906K | Hold |
6,831
| – | – | 0.04% | 211 |
|
|
2020
Q4 | $645K | Buy |
6,831
+3,045
| +80% | +$286K | 0.03% | 215 |
|
|
2020
Q3 | $348K | Buy |
3,786
+16
| +0.4% | +$1.6K | 0.02% | 255 |
|
|
2020
Q2 | $338K | Hold |
3,770
| – | – | 0.02% | 267 |
|
|
2020
Q1 | $203K | Buy |
3,770
+270
| +8% | +$22.8K | 0.01% | 296 |
|
|
2019
Q4 | $307K | Sell |
3,500
-270
| -7% | -$25.4K | 0.02% | 290 |
|
|
2019
Q3 | $332K | Hold |
3,770
| – | – | 0.02% | 279 |
|
|
2019
Q2 | $327K | Buy |
3,770
+270
| +8% | +$21.1K | 0.02% | 271 |
|
|
2019
Q1 | $244K | Hold |
3,500
| – | – | 0.02% | 293 |
|
|
2018
Q4 | $220K | Hold |
3,500
| – | – | 0.01% | 457 |
|
|
2018
Q3 | $261K | Hold |
3,500
| – | – | 0.01% | 456 |
|
|
2018
Q2 | $255K | Hold |
3,500
| – | – | 0.02% | 455 |
|
|
2018
Q1 | $217K | Hold |
3,500
| – | – | 0.01% | 490 |
|
|
2017
Q4 | $224K | Hold |
3,500
| – | – | 0.01% | 482 |
|
|
2017
Q3 | $265K | Hold |
3,500
| – | – | 0.02% | 453 |
|
|
2017
Q2 | $221K | Hold |
3,500
| – | – | 0.01% | 500 |
|
|
2017
Q1 | $207K | Sell |
3,500
-40
| -1% | -$2.6K | 0.01% | 520 |
|
|
2016
Q4 | $228K | Buy |
+3,540
| New | +$199K | 0.02% | 487 |
|
|
2016
Q1 | – | Sell |
-3,743
| Closed | -$202K | – | 525 |
|
|
2015
Q4 | $202K | Buy |
3,743
+40
| +1% | +$2.28K | 0.02% | 492 |
|
|
2015
Q3 | $220K | Hold |
3,703
| – | – | 0.02% | 478 |
|
|
2015
Q2 | $245K | Hold |
3,703
| – | – | 0.02% | 476 |
|
|
2015
Q1 | $256K | Buy |
3,703
+179
| +5% | +$11.7K | 0.02% | 460 |
|
|
2014
Q4 | $235K | Buy |
+3,524
| New | +$195K | 0.02% | 470 |
|
Other funds holding KMX
RCG
KCM Investment Advisors's KMX Position: Q2 2024 in Review
KCM Investment Advisors sold out of CarMax (KMX) in Q2 2024, closing a stake of 2,355 shares — an estimated $205K sold.
KCM Investment Advisors first reported a position in KMX in Q4 2014 and held it in 32 quarters. The position peaked at $906K in Q1 2021. 707 funds tracked by Wall St. Rank hold KMX as of Q2 2024.
- KCM Investment Advisors reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
- KCM Investment Advisors sold 2,355 CarMax shares in Q2 2024, an estimated $205K.
- KCM Investment Advisors first reported a position in CarMax in Q4 2014 and held it in 32 quarters.
- KCM Investment Advisors's CarMax position peaked at $906K in Q1 2021.
- 707 funds tracked by Wall St. Rank held CarMax as of Q2 2024.
Based on KCM Investment Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.