Wealthspire Advisors, LLC Carmax Inc Transaction History

Wealthspire Advisors, LLC

$7.49 Billion
Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Carmax Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,200 shares of KMX stock, worth $306,096. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,200

Previous 3,443 21.99%

Holding current value

$306,096

Previous $264,000 38.26%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$67.45 - $87.11 $51,059 - $65,942	757 Added 21.99%	4,200 $365,000
Q4 2023 Feb 06, 2024	SELL	$60.39 - $78.55 $115,888 - $150,737	-1,919 Reduced 35.79%	3,443 $264,000
Q3 2023 Nov 06, 2023	SELL	$69.01 - $85.83 $519,093 - $645,613	-7,522 Reduced 58.38%	5,362 $379,000
Q2 2023 Jul 31, 2023	SELL	$62.44 - $86.21 $14,610 - $20,173	-234 Reduced 1.78%	12,884 $1.08 Million
Q1 2023 May 09, 2023	SELL	$56.26 - $79.32 $68,524 - $96,611	-1,218 Reduced 8.5%	13,118 $843,000

Q4 2022 Feb 13, 2023	BUY	$55.69 - $74.58 $798,371 - $1.07 Million	14,336 New	14,336 $872,000
Q1 2022 May 09, 2022	SELL	$96.48 - $127.01 $278,151 - $366,169	-2,883 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$122.54 - $154.85 $32,350 - $40,880	264 Added 10.08%	2,883 $375,000
Q3 2021 Nov 15, 2021	BUY	$124.24 - $146.45 $50,689 - $59,751	408 Added 18.45%	2,619 $335,000
Q2 2021 Aug 13, 2021	SELL	$113.16 - $137.9 $197,577 - $240,773	-1,746 Reduced 44.12%	2,211 $286,000
Q1 2021 May 17, 2021	BUY	$93.3 - $135.83 $31,162 - $45,367	334 Added 9.22%	3,957 $525,000
Q4 2020 Feb 16, 2021	BUY	$86.44 - $100.46 $313,172 - $363,966	3,623 New	3,623 $342,000
Q2 2020 Aug 14, 2020	SELL	$48.6 - $98.35 $349,677 - $707,628	-7,195 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$44.27 - $101.9 $318,522 - $733,170	7,195 New	7,195 $387,000
Q1 2019 May 08, 2019	SELL	$58.38 - $69.8 $15,003 - $17,938	-257 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$56.72 - $73.69 $14,577 - $18,938	257 New	257 $16,000

Others Institutions Holding KMX

# of Institutions

801

Shares Held

167M

Call Options Held

3.11M

Put Options Held

4.09M

View Full List

About CARMAX INC

Ticker KMX
Exchange NYSE
Sector Consumer Cyclical
Industry Auto & Truck Dealerships
Shares Outstandng 158,015,008
Market Cap $11.5B
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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Carmax Inc Transaction History