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Connecticut Wealth Management LLC Lowers Stock Holdings in CarMax, Inc. (NYSE:KMX)

Connecticut Wealth Management LLC decreased its holdings in CarMax, Inc. (NYSE:KMX – Free Report) by 6.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 4,183 shares of the company’s stock after selling 300 shares during the period. Connecticut Wealth Management LLC’s holdings in CarMax were worth $321,000 at the end of the […] ....

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Summit Financial Wealth Advisors LLC Sells 395 Shares of Mastercard Incorporated (NYSE:MA)

Summit Financial Wealth Advisors LLC decreased its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 31.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 872 shares of the credit services provider’s stock after selling 395 shares during the period. […] ....

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How to learn from your mistakes with François Rochon

François Rochon has celebrated 30 years as a portfolio manager. This is an opportunity for us to take stock of his performance, review his investment philosophy and understand the lessons he passes.
-March 26, 2024 at 11:11 am EDT
- MarketScreener ....

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