SVB Wealth’s CarMax KMX Stock Holding History

SVB Wealth’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,798	Closed	-$234K	–	907
2023 Q2	$234K	Sell	2,798 -2,223	-44%	-$186K	﹤0.01%	762
2023 Q1	$323K	Sell	5,021 -1,895	-27%	-$122K	﹤0.01%	686
2022 Q4	$421K	Buy	6,916 +556	+9%	+$33.9K	0.01%	606
2022 Q3	$420K	Buy	6,360 +243	+4%	+$16K	0.01%	571
2022 Q2	$553K	Sell	6,117 -282	-4%	-$25.5K	0.01%	426
2022 Q1	$618K	Sell	6,399 -123	-2%	-$11.9K	0.01%	410
2021 Q4	$849K	Buy	6,522 +208	+3%	+$27.1K	0.01%	336
2021 Q3	$808K	Buy	6,314 +321	+5%	+$41.1K	0.01%	448
2021 Q2	$774K	Buy	5,993 +443	+8%	+$57.2K	0.01%	458
2021 Q1	$736K	Buy	5,550 +28	+0.5%	+$3.71K	0.01%	426
2020 Q4	$522K	Sell	5,522 -19	-0.3%	-$1.8K	0.01%	465
2020 Q3	$509K	Buy	5,541 +48	+0.9%	+$4.41K	0.01%	394
2020 Q2	$492K	Sell	5,493 -94	-2%	-$8.42K	0.01%	368
2020 Q1	$301K	Sell	5,587 -22	-0.4%	-$1.19K	0.01%	390
2019 Q4	$492K	Sell	5,609 -298	-5%	-$26.1K	0.01%	411
2019 Q3	$520K	Hold	5,907	–	–	0.01%	370
2019 Q2	$513K	Buy	5,907 +5	+0.1%	+$434	0.02%	384
2019 Q1	$412K	Hold	5,902	–	–	0.02%	316
2018 Q4	$370K	Buy	5,902 +11	+0.2%	+$690	0.02%	325
2018 Q3	$440K	Sell	5,891 -632	-10%	-$47.2K	0.02%	346
2018 Q2	$475K	Buy	6,523 +498	+8%	+$36.3K	0.02%	338
2018 Q1	$373K	Hold	6,025	–	–	0.01%	365
2017 Q4	$386K	Sell	6,025 -249	-4%	-$16K	0.01%	370
2017 Q3	$476K	Hold	6,274	–	–	0.02%	356
2017 Q2	$396K	Buy	6,274 +400	+7%	+$25.2K	0.02%	376
2017 Q1	$348K	Hold	5,874	–	–	0.01%	393
2016 Q4	$378K	Sell	5,874 -1	-0%	-$64	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%	-$562	0.01%	440
2015 Q4	$318K	Buy	5,886 +11	+0.2%	+$594	0.01%	455
2015 Q3	$349K	Sell	5,875 -15	-0.3%	-$891	0.01%	448
2015 Q2	$390K	Buy	5,890 +265	+5%	+$17.5K	0.01%	457
2015 Q1	$388K	Sell	5,625 -196	-3%	-$13.5K	0.01%	446
2014 Q4	$388K	Buy	+5,821	New	+$388K	0.01%	437