Summit Trail 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 | $1.66M | Buy |
+24,766
| New | +$1.66M | 0.03% | 313 |
|
|
2024
Q4 | – | Sell |
-10,962
| Closed | -$848K | – | 592 |
|
|
2024
Q3 | $848K | Sell |
10,962
-983
| -8% | -$76.1K | 0.02% | 296 |
|
|
2024
Q2 | $876K | Buy |
11,945
+4,108
| +52% | +$301K | 0.02% | 260 |
|
|
2024
Q1 | $683K | Buy |
7,837
+1,658
| +27% | +$144K | 0.02% | 277 |
|
|
2023
Q4 | $474K | Sell |
6,179
-3,140
| -34% | -$241K | 0.02% | 293 |
|
|
2023
Q3 | $659K | Buy |
9,319
+2,042
| +28% | +$144K | 0.02% | 224 |
|
|
2023
Q2 | $609K | Buy |
7,277
+1,354
| +23% | +$113K | 0.02% | 229 |
|
|
2023
Q1 | $381K | Buy |
5,923
+1,974
| +50% | +$127K | 0.02% | 270 |
|
|
2022
Q4 | $240K | Buy |
3,949
+690
| +21% | +$42K | 0.01% | 328 |
|
|
2022
Q3 | $215K | Buy |
+3,259
| New | +$215K | 0.01% | 322 |
|
|
2018
Q1 | – | Sell |
-911
| Closed | -$64K | – | 1097 |
|
|
2017
Q4 | $64K | Buy |
+911
| New | +$64K | 0.01% | 754 |
|