Wealthspire Advisors (New York)’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,682
| Closed | -$209K | – | 864 |
|
|
2025
Q1 | $209K | Sell |
2,682
-87
| -3% | -$6.78K | ﹤0.01% | 733 |
|
|
2024
Q4 | $226K | Buy |
+2,769
| New | +$226K | ﹤0.01% | 716 |
|
|
2024
Q3 | – | Sell |
-4,156
| Closed | -$305K | – | 765 |
|
|
2024
Q2 | $305K | Sell |
4,156
-44
| -1% | -$3.23K | ﹤0.01% | 537 |
|
|
2024
Q1 | $366K | Buy |
4,200
+757
| +22% | +$65.9K | ﹤0.01% | 488 |
|
|
2023
Q4 | $264K | Sell |
3,443
-1,919
| -36% | -$147K | ﹤0.01% | 554 |
|
|
2023
Q3 | $379K | Sell |
5,362
-7,522
| -58% | -$532K | 0.01% | 440 |
|
|
2023
Q2 | $1.08M | Sell |
12,884
-234
| -2% | -$19.6K | 0.02% | 236 |
|
|
2023
Q1 | $843K | Sell |
13,118
-1,218
| -8% | -$78.3K | 0.01% | 278 |
|
|
2022
Q4 | $873K | Buy |
+14,336
| New | +$873K | 0.02% | 286 |
|
|
2022
Q1 | – | Sell |
-2,883
| Closed | -$375K | – | 497 |
|
|
2021
Q4 | $375K | Buy |
2,883
+264
| +10% | +$34.3K | 0.01% | 373 |
|
|
2021
Q3 | $335K | Buy |
2,619
+408
| +18% | +$52.2K | 0.01% | 443 |
|
|
2021
Q2 | $286K | Sell |
2,211
-1,746
| -44% | -$226K | 0.01% | 299 |
|
|
2021
Q1 | $525K | Buy |
3,957
+334
| +9% | +$44.3K | 0.01% | 385 |
|
|
2020
Q4 | $342K | Buy |
+3,623
| New | +$342K | 0.01% | 395 |
|
|
2020
Q2 | – | Sell |
-7,195
| Closed | -$387K | – | 417 |
|
|
2020
Q1 | $387K | Buy |
+7,195
| New | +$387K | 0.02% | 335 |
|
|
2019
Q1 | – | Sell |
-257
| Closed | -$16K | – | 454 |
|
|
2018
Q4 | $16K | Buy |
+257
| New | +$16K | ﹤0.01% | 390 |
|