Whittier Trust’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$4.09K | – | 1540 |
|
|
2024
Q4 | $4.09K | Sell |
50
-1,069
| -96% | -$87.4K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $86.6K | Hold |
1,119
| – | – | ﹤0.01% | 822 |
|
|
2024
Q2 | $82.1K | Hold |
1,119
| – | – | ﹤0.01% | 813 |
|
|
2024
Q1 | $97.5K | Hold |
1,119
| – | – | ﹤0.01% | 788 |
|
|
2023
Q4 | $85.9K | Buy |
1,119
+1,069
| +2,138% | +$82K | ﹤0.01% | 808 |
|
|
2023
Q3 | $3.54K | Hold |
50
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q2 | $4.19K | Sell |
50
-20
| -29% | -$1.67K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $4.5K | Buy |
70
+20
| +40% | +$1.29K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $3.04K | Sell |
50
-459
| -90% | -$27.9K | ﹤0.01% | 1446 |
|
|
2022
Q3 | $34K | Buy |
509
+214
| +73% | +$14.3K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $27K | Buy |
295
+5
| +2% | +$458 | ﹤0.01% | 1093 |
|
|
2022
Q1 | $28K | Buy |
290
+240
| +480% | +$23.2K | ﹤0.01% | 1122 |
|
|
2021
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 1313 |
|
|
2021
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q1 | $7K | Sell |
50
-50
| -50% | -$7K | ﹤0.01% | 1305 |
|
|
2020
Q4 | $10K | Sell |
100
-1,455
| -94% | -$146K | ﹤0.01% | 1151 |
|
|
2020
Q3 | $143K | Sell |
1,555
-1,566
| -50% | -$144K | ﹤0.01% | 637 |
|
|
2020
Q2 | $279K | Sell |
3,121
-14,876
| -83% | -$1.33M | 0.01% | 488 |
|
|
2020
Q1 | $969K | Buy |
17,997
+17,935
| +28,927% | +$966K | 0.03% | 288 |
|
|
2019
Q4 | $5K | Sell |
62
-38
| -38% | -$3.07K | ﹤0.01% | 1239 |
|
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1155 |
|