Montag & Associates’s CarMax KMX Stock Holding History

Montag & Associates’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$794K	Sell	11,819 -880	-7%	-$59.1K	0.04%	261
2025 Q1	$990K	Sell	12,699 -3,768	-23%	-$294K	0.05%	242
2024 Q4	$1.35M	Sell	16,467 -15,532	-49%	-$1.27M	0.06%	216
2024 Q3	$2.48M	Sell	31,999 -1,908	-6%	-$148K	0.12%	160
2024 Q2	$2.49M	Sell	33,907 -12,828	-27%	-$941K	0.13%	145
2024 Q1	$4.07M	Buy	46,735 +2,160	+5%	+$188K	0.2%	111
2023 Q4	$3.42M	Sell	44,575 -5,410	-11%	-$415K	0.19%	118
2023 Q3	$3.54M	Buy	49,985 +19,056	+62%	+$1.35M	0.22%	98
2023 Q2	$2.59M	Buy	30,929 +8,520	+38%	+$713K	0.16%	134
2023 Q1	$1.44M	Buy	22,409 +314	+1%	+$20.2K	0.09%	167
2022 Q4	$1.35M	Sell	22,095 -10,567	-32%	-$643K	0.09%	175
2022 Q3	$2.16M	Sell	32,662 -2,806	-8%	-$185K	0.15%	133
2022 Q2	$3.21M	Sell	35,468 -17,235	-33%	-$1.56M	0.21%	112
2022 Q1	$5.09M	Buy	52,703 +17,030	+48%	+$1.64M	0.27%	102
2021 Q4	$4.65M	Sell	35,673 -2,900	-8%	-$378K	0.23%	110
2021 Q3	$4.94M	Buy	38,573 +816	+2%	+$104K	0.27%	101
2021 Q2	$4.88M	Sell	37,757 -1,428	-4%	-$184K	0.26%	102
2021 Q1	$5.2M	Buy	39,185 +1,611	+4%	+$214K	0.29%	95
2020 Q4	$3.55M	Buy	37,574 +4,514	+14%	+$426K	0.22%	113
2020 Q3	$3.04M	Sell	33,060 -2,520	-7%	-$232K	0.25%	105
2020 Q2	$3.19M	Sell	35,580 -25,904	-42%	-$2.32M	0.28%	96
2020 Q1	$3.31M	Sell	61,484 -3,205	-5%	-$173K	0.33%	83
2019 Q4	$5.67M	Buy	64,689 +1,800	+3%	+$158K	0.45%	60
2019 Q3	$5.53M	Buy	62,889 +3,882	+7%	+$342K	0.48%	55
2019 Q2	$5.12M	Buy	+59,007	New	+$5.12M	0.46%	58
2018 Q4	–	Sell	-19,430	Closed	-$1.45M	–	306
2018 Q3	$1.45M	Buy	+19,430	New	+$1.45M	0.13%	152
2015 Q2	–	Sell	-23,080	Closed	-$1.59M	–	252
2015 Q1	$1.59M	Sell	23,080 -74,528	-76%	-$5.14M	0.23%	122
2014 Q4	$6.5M	Sell	97,608 -24,277	-20%	-$1.62M	0.98%	26
2014 Q3	$5.66M	Buy	121,885 +2,400	+2%	+$111K	0.93%	28
2014 Q2	$6.21M	Buy	119,485 +4,680	+4%	+$243K	1.01%	23
2014 Q1	$5.37M	Buy	+114,805	New	+$5.37M	0.91%	30