SWA
SOA Wealth Advisors’s CarMax KMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67 | Hold |
1
| – | – | ﹤0.01% | 851 |
|
|
2025
Q1 | $78 | Hold |
1
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $82 | Hold |
1
| – | – | ﹤0.01% | 848 |
|
|
2024
Q3 | $77 | Hold |
1
| – | – | ﹤0.01% | 818 |
|
|
2024
Q2 | $73 | Hold |
1
| – | – | ﹤0.01% | 835 |
|
|
2024
Q1 | $87 | Hold |
1
| – | – | ﹤0.01% | 879 |
|
|
2023
Q4 | $77 | Hold |
1
| – | – | ﹤0.01% | 883 |
|
|
2023
Q3 | $71 | Hold |
1
| – | – | ﹤0.01% | 912 |
|
|
2023
Q2 | $84 | Hold |
1
| – | – | ﹤0.01% | 911 |
|
|
2023
Q1 | $64 | Hold |
1
| – | – | ﹤0.01% | 945 |
|
|
2022
Q4 | $61 | Hold |
1
| – | – | ﹤0.01% | 952 |
|
|
2022
Q3 | $0 | Sell |
1
-5
| -83% | – | ﹤0.01% | 908 |
|
|
2022
Q2 | $0 | Sell |
6
-122
| -95% | – | ﹤0.01% | 925 |
|
|
2022
Q1 | $12K | Hold |
128
| – | – | ﹤0.01% | 555 |
|
|
2021
Q4 | $16K | Hold |
128
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $16K | Hold |
128
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $16K | Buy |
128
+83
| +184% | +$10.4K | ﹤0.01% | 488 |
|
|
2021
Q1 | $5K | Sell |
45
-51
| -53% | -$5.67K | ﹤0.01% | 623 |
|
|
2020
Q4 | $12K | Buy |
+96
| New | +$12K | ﹤0.01% | 479 |
|