FWA
FSM Wealth Advisors’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,649
| Closed | -$263K | – | 289 |
|
|
2025
Q1 | $263K | Buy |
4,649
+218
| +5% | +$12.3K | 0.06% | 169 |
|
|
2024
Q4 | $250K | Buy |
4,431
+80
| +2% | +$4.51K | 0.06% | 156 |
|
|
2024
Q3 | $228K | Buy |
4,351
+356
| +9% | +$18.7K | 0.06% | 163 |
|
|
2024
Q2 | $216K | Sell |
3,995
-11
| -0.3% | -$596 | 0.07% | 148 |
|
|
2024
Q1 | $232K | Buy |
+4,006
| New | +$232K | 0.08% | 144 |
|
|
2023
Q3 | – | Sell |
-3,241
| Closed | -$294K | – | 147 |
|
|
2023
Q2 | $294K | Sell |
3,241
-26
| -0.8% | -$2.36K | 0.15% | 122 |
|
|
2023
Q1 | $246K | Buy |
+3,267
| New | +$246K | 0.14% | 131 |
|