Welch & Forbes’s CarMax KMX Stock Holding History

Welch & Forbes’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	$17.7M	Sell	426,833 -19,740	-4%	-$864K	0.23%	78
2025 Q4	$17.3M	Sell	446,573 -371,647	-45%	-$14.9M	0.21%	84
2025 Q3	$36.7M	Sell	818,220 -40,251	-5%	-$2.4M	0.44%	59
2025 Q2	$57.7M	Sell	858,471 -15,292	-2%	-$1.03M	0.72%	41
2025 Q1	$68.1M	Buy	873,763 +3,420	+0.4%	+$274K	0.89%	38
2024 Q4	$71.2M	Sell	870,343 -19,746	-2%	-$1.55M	0.91%	35
2024 Q3	$68.9M	Sell	890,089 -1,459	-0.2%	-$115K	0.88%	37
2024 Q2	$64.6M	Sell	891,548 -9,232	-1%	-$665K	0.86%	36
2024 Q1	$78.5M	Buy	900,780 +13,833	+2%	+$1.05M	1.08%	31
2023 Q4	$68.1M	Sell	886,947 -27,609	-3%	-$1.86M	1.03%	32
2023 Q3	$64.7M	Sell	914,556 -8,892	-1%	-$728K	1.07%	31
2023 Q2	$77.3M	Sell	923,448 -15,279	-2%	-$1.12M	1.22%	25
2023 Q1	$60.3M	Sell	938,727 -19,128	-2%	-$1.28M	1.02%	32
2022 Q4	$58.3M	Sell	957,855 -61,187	-6%	-$3.93M	1.05%	32
2022 Q3	$67.3M	Sell	1,019,042 -4,588	-0.4%	-$419K	1.31%	23
2022 Q2	$92.6M	Sell	1,023,630 -2,856	-0.3%	-$269K	1.69%	14
2022 Q1	$99M	Buy	1,026,486 +9,470	+0.9%	+$1.02M	1.56%	16
2021 Q4	$132M	Sell	1,017,016 -9,676	-0.9%	-$1.35M	1.98%	12
2021 Q3	$131M	Sell	1,026,692 -2,161	-0.2%	-$288K	2.18%	10
2021 Q2	$133M	Sell	1,028,853 -2,576	-0.2%	-$318K	2.25%	9
2021 Q1	$137M	Sell	1,031,429 -2,013	-0.2%	-$245K	2.53%	6
2020 Q4	$97.6M	Buy	1,033,442 +8,224	+0.8%	+$771K	1.91%	12
2020 Q3	$94.2M	Sell	1,025,218 -3,162	-0.3%	-$316K	2.03%	11
2020 Q2	$92.1M	Sell	1,028,380 -168	-0%	-$13.2K	2.16%	11
2020 Q1	$55.4M	Sell	1,028,548 -1,542	-0.1%	-$130K	1.55%	17
2019 Q4	$90.3M	Sell	1,030,090 -9,892	-1%	-$931K	2.01%	13
2019 Q3	$91.5M	Buy	1,039,982 +5,719	+0.6%	+$491K	2.18%	12
2019 Q2	$89.8M	Sell	1,034,263 -12,298	-1%	-$962K	2.19%	11
2019 Q1	$73M	Sell	1,046,561 -25,028	-2%	-$1.54M	1.83%	14
2018 Q4	$67.2M	Buy	1,071,589 +8,991	+0.8%	+$593K	1.9%	12
2018 Q3	$79.3M	Sell	1,062,598 -6,173	-0.6%	-$471K	1.89%	11
2018 Q2	$77.9M	Sell	1,068,771 -6,248	-0.6%	-$417K	2.01%	9
2018 Q1	$66.6M	Sell	1,075,019 -3,831	-0.4%	-$250K	1.72%	12
2017 Q4	$69.2M	Sell	1,078,850 -2,393	-0.2%	-$171K	1.85%	13
2017 Q3	$82M	Sell	1,081,243 -15,602	-1%	-$1.04M	2.16%	6
2017 Q2	$69.2M	Buy	1,096,845 +2,690	+0.2%	+$162K	1.93%	10
2017 Q1	$64.8M	Sell	1,094,155 -2,639	-0.2%	-$171K	1.85%	11
2016 Q4	$70.6M	Buy	1,096,794 +24,734	+2%	+$1.39M	2.11%	6
2016 Q3	$57.2M	Sell	1,072,060 -14,434	-1%	-$818K	1.98%	9
2016 Q2	$53.3M	Buy	1,086,494 +13,879	+1%	+$713K	1.62%	13
2016 Q1	$54.8M	Buy	1,072,615 +3,119	+0.3%	+$147K	1.71%	14
2015 Q4	$57.7M	Buy	1,069,496 +11,971	+1%	+$683K	1.85%	10
2015 Q3	$62.7M	Buy	1,057,525 +6,077	+0.6%	+$381K	2.09%	7
2015 Q2	$69.6M	Sell	1,051,448 -44,185	-4%	-$3.15M	2.17%	7
2015 Q1	$75.6M	Sell	1,095,633 -29,376	-3%	-$1.92M	2.27%	5
2014 Q4	$74.9M	Sell	1,125,009 -4,174	-0.4%	-$231K	2.2%	5
2014 Q3	$52.5M	Sell	1,129,183 -1,389	-0.1%	-$71.1K	1.6%	11
2014 Q2	$58.8M	Sell	1,130,572 -2,628	-0.2%	-$119K	1.86%	7
2014 Q1	$53M	Buy	1,133,200 +23,855	+2%	+$1.11M	1.68%	9
2013 Q4	$52.2M	Buy	1,109,345 +1,208	+0.1%	+$59.2K	1.65%	10
2013 Q3	$53.7M	Buy	1,108,137 +1,845	+0.2%	+$90.3K	1.81%	7
2013 Q2	$51.1M	Buy	+1,106,292	New	+$50.2M	1.83%	7