United Capital Financial Advisors’s CarMax KMX Stock Holding History

United Capital Financial Advisors’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	35,944 +3,587	+11%	+$157K	0.01%	635
2025 Q4	$1.25M	Sell	32,357 -9,129	-22%	-$365K	0.01%	663
2025 Q3	$1.86M	Sell	41,486 -2,921	-7%	-$174K	0.01%	485
2025 Q2	$2.98M	Sell	44,407 -1,319	-3%	-$88.7K	0.02%	363
2025 Q1	$3.56M	Sell	45,726 -695	-1%	-$55.7K	0.03%	319
2024 Q4	$3.8M	Sell	46,421 -836	-2%	-$65.7K	0.03%	303
2024 Q3	$3.66M	Buy	47,257 +896	+2%	+$70.9K	0.03%	311
2024 Q2	$3.4M	Sell	46,361 -10,251	-18%	-$739K	0.03%	320
2024 Q1	$4.93M	Sell	56,612 -296	-0.5%	-$22.4K	0.04%	286
2023 Q4	$4.37M	Buy	56,908 +5,177	+10%	+$348K	0.04%	307
2023 Q3	$3.66M	Sell	51,731 -9,730	-16%	-$797K	0.02%	342
2023 Q2	$5.14M	Sell	61,461 -5,666	-8%	-$415K	0.03%	308
2023 Q1	$4.31M	Sell	67,127 -1,211	-2%	-$81K	0.02%	335
2022 Q4	$4.16M	Buy	68,338 +21,160	+45%	+$1.36M	0.02%	356
2022 Q3	$3.12M	Sell	47,178 -23,752	-33%	-$2.17M	0.02%	399
2022 Q2	$6.42M	Buy	70,930 +22,303	+46%	+$2.1M	0.04%	309
2022 Q1	$4.69M	Sell	48,627 -2,445	-5%	-$263K	0.02%	373
2021 Q4	$6.65M	Sell	51,072 -297	-0.6%	-$41.6K	0.03%	336
2021 Q3	$6.57M	Sell	51,369 -1,744	-3%	-$232K	0.03%	330
2021 Q2	$6.86M	Sell	53,113 -184	-0.3%	-$22.7K	0.03%	327
2021 Q1	$7.07M	Buy	53,297 +1,154	+2%	+$140K	0.04%	303
2020 Q4	$4.92M	Sell	52,143 -787	-1%	-$73.8K	0.03%	357
2020 Q3	$4.87M	Sell	52,930 -1,515	-3%	-$151K	0.03%	347
2020 Q2	$4.88M	Sell	54,445 -338	-0.6%	-$26.5K	0.04%	367
2020 Q1	$2.95M	Sell	54,783 -40,802	-43%	-$3.45M	0.02%	423
2019 Q4	$8.38M	Buy	95,585 +15,964	+20%	+$1.5M	0.05%	329
2019 Q3	$7.01M	Sell	79,621 -5,734	-7%	-$492K	0.05%	338
2019 Q2	$7.41M	Buy	85,355 +34	+0%	+$2.66K	0.05%	342
2019 Q1	$5.96M	Sell	85,321 -4,301	-5%	-$265K	0.04%	382
2018 Q4	$5.62M	Buy	89,622 +172	+0.2%	+$11.4K	0.04%	343
2018 Q3	$6.68M	Sell	89,450 -1,019	-1%	-$77.7K	0.05%	380
2018 Q2	$6.59M	Sell	90,469 -1,484	-2%	-$99.1K	0.05%	364
2018 Q1	$5.7M	Buy	91,953 +6,895	+8%	+$451K	0.04%	389
2017 Q4	$5.51M	Sell	85,058 -232	-0.3%	-$16.6K	0.04%	392
2017 Q3	$6.47M	Sell	85,290 -994	-1%	-$66.3K	0.05%	348
2017 Q2	$5.44M	Sell	86,284 -946	-1%	-$57.1K	0.05%	369
2017 Q1	$5.17M	Sell	87,230 -3,034	-3%	-$197K	0.05%	360
2016 Q4	$5.81M	Buy	90,264 +277	+0.3%	+$15.5K	0.06%	346
2016 Q3	$4.8M	Sell	89,987 -850	-0.9%	-$48.2K	0.05%	388
2016 Q2	$4.45M	Sell	90,837 -392	-0.4%	-$20.1K	0.05%	383
2016 Q1	$4.66M	Buy	91,229 +3,431	+4%	+$162K	0.05%	349
2015 Q4	$4.74M	Sell	87,798 -7,301	-8%	-$417K	0.05%	339
2015 Q3	$5.64M	Buy	95,099 +1,433	+2%	+$89.8K	0.07%	299
2015 Q2	$6.2M	Buy	93,666 +3,982	+4%	+$284K	0.07%	303
2015 Q1	$6.11M	Buy	89,684 +968	+1%	+$63.1K	0.07%	301
2014 Q4	$5.91M	Buy	88,716 +32,761	+59%	+$1.82M	0.09%	235
2014 Q3	$2.6M	Buy	55,955 +709	+1%	+$36.3K	0.05%	377
2014 Q2	$2.87M	Buy	55,246 +19,179	+53%	+$871K	0.05%	336
2014 Q1	$1.69M	Buy	36,067 +5,737	+19%	+$268K	0.04%	384
2013 Q4	$1.43M	Buy	+30,330	New	+$1.49M	0.05%	287
2013 Q3	–	Sell	-32,764	Closed	-$1.51M	–	718
2013 Q2	$1.51M	Buy	+32,764	New	+$1.49M	0.04%	345