WF
Welch & Forbes’s CarMax KMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$266K | 0.89% | 38 |
|
|
2024
Q4 | $71.2M | Sell |
870,343
-19,746
| -2% | -$1.61M | 0.91% | 35 |
|
|
2024
Q3 | $68.9M | Sell |
890,089
-1,459
| -0.2% | -$113K | 0.88% | 37 |
|
|
2024
Q2 | $64.6M | Sell |
891,548
-9,232
| -1% | -$669K | 0.86% | 36 |
|
|
2024
Q1 | $78.5M | Buy |
900,780
+13,833
| +2% | +$1.2M | 1.08% | 31 |
|
|
2023
Q4 | $68.1M | Sell |
886,947
-27,609
| -3% | -$2.12M | 1.03% | 32 |
|
|
2023
Q3 | $64.7M | Sell |
914,556
-8,892
| -1% | -$629K | 1.07% | 31 |
|
|
2023
Q2 | $77.3M | Sell |
923,448
-15,279
| -2% | -$1.28M | 1.22% | 25 |
|
|
2023
Q1 | $60.3M | Sell |
938,727
-19,128
| -2% | -$1.23M | 1.02% | 32 |
|
|
2022
Q4 | $58.3M | Sell |
957,855
-61,187
| -6% | -$3.73M | 1.05% | 32 |
|
|
2022
Q3 | $67.3M | Sell |
1,019,042
-4,588
| -0.4% | -$303K | 1.31% | 23 |
|
|
2022
Q2 | $92.6M | Sell |
1,023,630
-2,856
| -0.3% | -$258K | 1.69% | 14 |
|
|
2022
Q1 | $99M | Buy |
1,026,486
+9,470
| +0.9% | +$914K | 1.56% | 16 |
|
|
2021
Q4 | $132M | Sell |
1,017,016
-9,676
| -0.9% | -$1.26M | 1.98% | 12 |
|
|
2021
Q3 | $131M | Sell |
1,026,692
-2,161
| -0.2% | -$277K | 2.18% | 10 |
|
|
2021
Q2 | $133M | Sell |
1,028,853
-2,576
| -0.2% | -$333K | 2.25% | 9 |
|
|
2021
Q1 | $137M | Sell |
1,031,429
-2,013
| -0.2% | -$267K | 2.53% | 6 |
|
|
2020
Q4 | $97.6M | Buy |
1,033,442
+8,224
| +0.8% | +$777K | 1.91% | 12 |
|
|
2020
Q3 | $94.2M | Sell |
1,025,218
-3,162
| -0.3% | -$291K | 2.03% | 11 |
|
|
2020
Q2 | $92.1M | Sell |
1,028,380
-168
| -0% | -$15K | 2.16% | 11 |
|
|
2020
Q1 | $55.4M | Sell |
1,028,548
-1,542
| -0.1% | -$83K | 1.55% | 17 |
|
|
2019
Q4 | $90.3M | Sell |
1,030,090
-9,892
| -1% | -$867K | 2.01% | 13 |
|
|
2019
Q3 | $91.5M | Buy |
1,039,982
+5,719
| +0.6% | +$503K | 2.18% | 12 |
|
|
2019
Q2 | $89.8M | Sell |
1,034,263
-12,298
| -1% | -$1.07M | 2.19% | 11 |
|
|
2019
Q1 | $73.1M | Sell |
1,046,561
-25,028
| -2% | -$1.75M | 1.83% | 14 |
|
|
2018
Q4 | $67.2M | Buy |
1,071,589
+8,991
| +0.8% | +$564K | 1.9% | 12 |
|
|
2018
Q3 | $79.3M | Sell |
1,062,598
-6,173
| -0.6% | -$461K | 1.89% | 11 |
|
|
2018
Q2 | $77.9M | Sell |
1,068,771
-6,248
| -0.6% | -$455K | 2.01% | 9 |
|
|
2018
Q1 | $66.6M | Sell |
1,075,019
-3,831
| -0.4% | -$237K | 1.72% | 12 |
|
|
2017
Q4 | $69.2M | Sell |
1,078,850
-2,393
| -0.2% | -$153K | 1.85% | 13 |
|
|
2017
Q3 | $82M | Sell |
1,081,243
-15,602
| -1% | -$1.18M | 2.16% | 6 |
|
|
2017
Q2 | $69.2M | Buy |
1,096,845
+2,690
| +0.2% | +$170K | 1.93% | 10 |
|
|
2017
Q1 | $64.8M | Sell |
1,094,155
-2,639
| -0.2% | -$156K | 1.85% | 11 |
|
|
2016
Q4 | $70.6M | Buy |
1,096,794
+24,734
| +2% | +$1.59M | 2.11% | 6 |
|
|
2016
Q3 | $57.2M | Sell |
1,072,060
-14,434
| -1% | -$770K | 1.98% | 9 |
|
|
2016
Q2 | $53.3M | Buy |
1,086,494
+13,879
| +1% | +$680K | 1.62% | 13 |
|
|
2016
Q1 | $54.8M | Buy |
1,072,615
+3,119
| +0.3% | +$159K | 1.71% | 14 |
|
|
2015
Q4 | $57.7M | Buy |
1,069,496
+11,971
| +1% | +$646K | 1.85% | 10 |
|
|
2015
Q3 | $62.7M | Buy |
1,057,525
+6,077
| +0.6% | +$360K | 2.09% | 7 |
|
|
2015
Q2 | $69.6M | Sell |
1,051,448
-44,185
| -4% | -$2.93M | 2.17% | 7 |
|
|
2015
Q1 | $75.6M | Sell |
1,095,633
-29,376
| -3% | -$2.03M | 2.27% | 5 |
|
|
2014
Q4 | $74.9M | Sell |
1,125,009
-4,174
| -0.4% | -$278K | 2.2% | 5 |
|
|
2014
Q3 | $52.5M | Sell |
1,129,183
-1,389
| -0.1% | -$64.5K | 1.6% | 11 |
|
|
2014
Q2 | $58.8M | Sell |
1,130,572
-2,628
| -0.2% | -$137K | 1.86% | 7 |
|
|
2014
Q1 | $53M | Buy |
1,133,200
+23,855
| +2% | +$1.12M | 1.68% | 9 |
|
|
2013
Q4 | $52.2M | Buy |
1,109,345
+1,208
| +0.1% | +$56.8K | 1.65% | 10 |
|
|
2013
Q3 | $53.7M | Buy |
1,108,137
+1,845
| +0.2% | +$89.4K | 1.81% | 7 |
|
|
2013
Q2 | $51.1M | Buy |
+1,106,292
| New | +$51.1M | 1.83% | 7 |
|