Heritage Wealth Advisors Carmax Inc Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Carmax Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 7,979 shares of KMX stock, worth $634,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,979

Previous 7,979 -0.0%

Holding current value

$634,330

Previous $585,000 5.47%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Dec 12, 2024	SELL	$67.21 - $85.94 $201 - $257	-3 Reduced 0.04%	7,979 $585,000
Q2 2024 Aug 05, 2024	SELL	$67.21 - $85.94 $201 - $257	-3 Reduced 0.04%	7,979 $585,000
Q1 2024 May 08, 2024	SELL	$67.45 - $87.11 $1,821 - $2,351	-27 Reduced 0.34%	7,982 $695,000
Q4 2023 Dec 12, 2024	SELL	$60.39 - $78.55 $594,116 - $772,774	-9,838 Reduced 55.21%	7,982 $612,000
Q4 2023 Feb 09, 2024	SELL	$60.39 - $78.55 $592,486 - $770,654	-9,811 Reduced 55.06%	8,009 $614,000
Q2 2023 Dec 12, 2024	BUY	$62.44 - $86.21 $614,472 - $848,392	9,841 Added 123.34%	17,820 $1.49 Million
Q1 2023 May 04, 2023	SELL	$56.26 - $79.32 $20,872 - $29,427	-371 Reduced 2.04%	17,820 $1.15 Million
Q4 2022 Dec 12, 2024	BUY	$55.69 - $74.58 $278,450 - $372,900	5,000 Added 37.9%	18,191 $1.11 Million
Q4 2022 Feb 06, 2023	BUY	$55.69 - $74.58 $278,450 - $372,900	5,000 Added 37.9%	18,191 $1.11 Million
Q3 2022 Dec 12, 2024	BUY	$65.16 - $104.22 $339,613 - $543,194	5,212 Added 65.32%	13,191 $870,000
Q2 2022 Aug 04, 2022	SELL	$85.76 - $103.17 $48,025 - $57,775	-560 Reduced 4.07%	13,191 $1.19 Million
Q1 2022 May 11, 2022	SELL	$96.48 - $127.01 $25,084 - $33,022	-260 Reduced 1.86%	13,751 $1.33 Million
Q4 2021 Feb 02, 2022	SELL	$122.54 - $154.85 $52,447 - $66,275	-428 Reduced 2.96%	14,011 $1.82 Million
Q2 2021 Aug 09, 2021	SELL	$113.16 - $137.9 $32,816 - $39,991	-290 Reduced 1.97%	14,439 $1.86 Million
Q2 2021 Jul 27, 2021	BUY	$113.16 - $137.9 $32,816 - $39,991	290 Added 2.01%	14,729 $1.39 Million
Q1 2021 Apr 27, 2021	SELL	$93.3 - $135.83 $27,057 - $39,390	-290 Reduced 1.97%	14,439 $1.92 Million
Q4 2020 Feb 01, 2021	BUY	$86.44 - $100.46 $202,788 - $235,679	2,346 Added 18.95%	14,729 $1.39 Million
Q2 2020 Jul 17, 2020	SELL	$48.6 - $98.35 $611,874 - $1.24 Million	-12,590 Reduced 99.41%	75 $1.11 Million
Q2 2020 Jul 17, 2020	BUY	$48.6 - $98.35 $598,168 - $1.21 Million	12,308 Added 16410.67%	12,383 $1.11 Million
Q1 2020 May 05, 2020	BUY	$44.27 - $101.9 $17,619 - $40,556	398 Added 3.24%	12,665 $681,000
Q4 2019 Feb 04, 2020	BUY	$84.65 - $100.15 $4,571 - $5,408	54 Added 0.44%	12,267 $1.08 Million
Q2 2019 Aug 05, 2019	BUY	$69.07 - $86.86 $665,213 - $836,548	9,631 Added 373.01%	12,213 $0
Q3 2018 Nov 14, 2018	SELL	$72.39 - $80.68 $47,270 - $52,684	-653 Reduced 20.19%	2,582 $192,000
Q3 2017 Nov 07, 2017	BUY	$63.48 - $75.93 $205,357 - $245,633	3,235	3,235 $246,000

Others Institutions Holding KMX

# of Institutions

839

Shares Held

149M

Call Options Held

2.97M

Put Options Held

4.05M

View Full List

About CARMAX INC

Ticker KMX
Exchange NYSE
Sector Consumer Cyclical
Industry Auto & Truck Dealerships
Shares Outstandng 158,015,008
Market Cap $12.6B
Description
CarMax, Inc., together with its subsidiaries, operates as a retailer of used vehicles in the United States. The company operates through two segments, CarMax Sales Operations and CarMax Auto Finance. It offers customers a range of makes and models of used vehicles, including domestic, imported, and luxury vehicles, as well as hybrid and electric...

More about KMX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Carmax Inc Transaction History