SVB Wealth’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,798
| Closed | -$234K | – | 907 |
|
|
2023
Q2 | $234K | Sell |
2,798
-2,223
| -44% | -$163K | ﹤0.01% | 762 |
|
|
2023
Q1 | $323K | Sell |
5,021
-1,895
| -27% | -$127K | ﹤0.01% | 687 |
|
|
2022
Q4 | $421K | Buy |
6,916
+556
| +9% | +$35.7K | 0.01% | 608 |
|
|
2022
Q3 | $420K | Buy |
6,360
+243
| +4% | +$22.2K | 0.01% | 571 |
|
|
2022
Q2 | $553K | Sell |
6,117
-282
| -4% | -$26.5K | 0.01% | 426 |
|
|
2022
Q1 | $618K | Sell |
6,399
-123
| -2% | -$13.2K | 0.01% | 410 |
|
|
2021
Q4 | $849K | Buy |
6,522
+208
| +3% | +$29.1K | 0.01% | 336 |
|
|
2021
Q3 | $808K | Buy |
6,314
+321
| +5% | +$42.7K | 0.01% | 448 |
|
|
2021
Q2 | $774K | Buy |
5,993
+443
| +8% | +$54.8K | 0.01% | 458 |
|
|
2021
Q1 | $736K | Buy |
5,550
+28
| +0.5% | +$3.41K | 0.01% | 426 |
|
|
2020
Q4 | $522K | Sell |
5,522
-19
| -0.3% | -$1.78K | 0.01% | 466 |
|
|
2020
Q3 | $509K | Buy |
5,541
+48
| +0.9% | +$4.79K | 0.01% | 395 |
|
|
2020
Q2 | $492K | Sell |
5,493
-94
| -2% | -$7.37K | 0.01% | 368 |
|
|
2020
Q1 | $301K | Sell |
5,587
-22
| -0.4% | -$1.86K | 0.01% | 390 |
|
|
2019
Q4 | $492K | Sell |
5,609
-298
| -5% | -$28K | 0.01% | 411 |
|
|
2019
Q3 | $520K | Hold |
5,907
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $513K | Buy |
5,907
+5
| +0.1% | +$391 | 0.02% | 384 |
|
|
2019
Q1 | $412K | Hold |
5,902
| – | – | 0.02% | 316 |
|
|
2018
Q4 | $370K | Buy |
5,902
+11
| +0.2% | +$726 | 0.02% | 325 |
|
|
2018
Q3 | $440K | Sell |
5,891
-632
| -10% | -$48.2K | 0.02% | 346 |
|
|
2018
Q2 | $475K | Buy |
6,523
+498
| +8% | +$33.3K | 0.02% | 338 |
|
|
2018
Q1 | $373K | Hold |
6,025
| – | – | 0.01% | 365 |
|
|
2017
Q4 | $386K | Sell |
6,025
-249
| -4% | -$17.8K | 0.01% | 370 |
|
|
2017
Q3 | $476K | Hold |
6,274
| – | – | 0.02% | 356 |
|
|
2017
Q2 | $396K | Buy |
6,274
+400
| +7% | +$24.2K | 0.02% | 376 |
|
|
2017
Q1 | $348K | Hold |
5,874
| – | – | 0.01% | 393 |
|
|
2016
Q4 | $378K | Sell |
5,874
-1
| -0% | -$56 | 0.02% | 382 |
|
|
2016
Q3 | $313K | Hold |
5,875
| – | – | 0.01% | 428 |
|
|
2016
Q2 | $288K | Hold |
5,875
| – | – | 0.01% | 433 |
|
|
2016
Q1 | $300K | Sell |
5,875
-11
| -0.2% | -$519 | 0.01% | 440 |
|
|
2015
Q4 | $318K | Buy |
5,886
+11
| +0.2% | +$628 | 0.01% | 456 |
|
|
2015
Q3 | $349K | Sell |
5,875
-15
| -0.3% | -$940 | 0.01% | 454 |
|
|
2015
Q2 | $390K | Buy |
5,890
+265
| +5% | +$18.9K | 0.01% | 467 |
|
|
2015
Q1 | $388K | Sell |
5,625
-196
| -3% | -$12.8K | 0.01% | 449 |
|
|
2014
Q4 | $388K | Buy |
+5,821
| New | +$323K | 0.01% | 440 |
|
Other funds holding KMX
RCG
