LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s CarMax KMX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio KMX Stock Details KMX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-60	Closed	-$3.65K	–	606
2022 Q4	$3.65K	Sell	60 -565	-90%	-$34.4K	﹤0.01%	539
2022 Q3	$41K	Sell	625 -1,505	-71%	-$98.7K	﹤0.01%	439
2022 Q2	$193K	Sell	2,130 -2,495	-54%	-$226K	﹤0.01%	293
2022 Q1	$446K	Sell	4,625 -148	-3%	-$14.3K	﹤0.01%	223
2021 Q4	$622K	Buy	4,773 +295	+7%	+$38.4K	0.01%	207
2021 Q3	$573K	Sell	4,478 -28	-0.6%	-$3.58K	0.01%	213
2021 Q2	$582K	Sell	4,506 -172	-4%	-$22.2K	0.01%	210
2021 Q1	$621K	Buy	4,678 +166	+4%	+$22K	0.01%	196
2020 Q4	$426K	Hold	4,512	–	–	﹤0.01%	222
2020 Q3	$415K	Hold	4,512	–	–	0.01%	209
2020 Q2	$404K	Sell	4,512 -613	-12%	-$54.9K	0.01%	195
2020 Q1	$276K	Hold	5,125	–	–	﹤0.01%	216
2019 Q4	$449K	Sell	5,125 -14	-0.3%	-$1.23K	0.01%	214
2019 Q3	$452K	Sell	5,139 -37	-0.7%	-$3.25K	0.01%	208
2019 Q2	$449K	Hold	5,176	–	–	0.01%	201
2019 Q1	$361K	Buy	5,176 +837	+19%	+$58.4K	0.01%	212
2018 Q4	$272K	Hold	4,339	–	–	﹤0.01%	227
2018 Q3	$324K	Hold	4,339	–	–	0.01%	232
2018 Q2	$316K	Hold	4,339	–	–	0.01%	236
2018 Q1	$269K	Hold	4,339	–	–	﹤0.01%	245
2017 Q4	$278K	Sell	4,339 -175	-4%	-$11.2K	0.01%	246
2017 Q3	$342K	Buy	4,514 +14	+0.3%	+$1.06K	0.01%	227
2017 Q2	$298K	Hold	4,500	–	–	0.01%	236
2017 Q1	$266K	Hold	4,500	–	–	0.01%	244
2016 Q4	$290K	Hold	4,500	–	–	0.01%	232
2016 Q3	$240K	Hold	4,500	–	–	0.01%	249
2016 Q2	$221K	Hold	4,500	–	–	0.01%	249
2016 Q1	$230K	Hold	4,500	–	–	0.01%	235
2015 Q4	$243K	Hold	4,500	–	–	0.01%	251
2015 Q3	$298K	Hold	4,500	–	–	0.01%	242
2015 Q2	$298K	Hold	4,500	–	–	0.01%	242
2015 Q1	$311K	Hold	4,500	–	–	0.01%	246
2014 Q4	$300K	Hold	4,500	–	–	0.01%	242
2014 Q3	$209K	Hold	4,500	–	–	0.01%	262
2014 Q2	$234K	Hold	4,500	–	–	0.01%	255
2014 Q1	$211K	Hold	4,500	–	–	0.01%	261
2013 Q4	$212K	Hold	4,500	–	–	0.01%	253
2013 Q3	$218K	Hold	4,500	–	–	0.01%	241
2013 Q2	$208K	Buy	+4,500	New	+$208K	0.01%	250