GSWM
Golden State Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Hold |
1,276
| – | – | 0.01% | 596 |
|
|
2025
Q1 | $72.2K | Hold |
1,276
| – | – | 0.01% | 514 |
|
|
2024
Q4 | $73.2K | Buy |
+1,276
| New | +$73.2K | 0.01% | 493 |
|
|
2022
Q1 | $1.16M | Buy |
9,280
+150
| +2% | +$18.8K | 0.23% | 87 |
|
|
2021
Q4 | $1.38M | Buy |
9,130
+311
| +4% | +$47.1K | 0.24% | 85 |
|
|
2021
Q3 | $1.22M | Sell |
8,819
-928
| -10% | -$129K | 0.27% | 71 |
|
|
2021
Q2 | $1.29M | Buy |
+9,747
| New | +$1.29M | 0.28% | 70 |
|
|
2020
Q2 | – | Sell |
-2,745
| Closed | -$188K | – | 305 |
|
|
2020
Q1 | $188K | Buy |
+2,745
| New | +$188K | 0.08% | 163 |
|
|
2019
Q4 | – | Sell |
-750
| Closed | -$60K | – | 211 |
|
|
2019
Q3 | $60K | Hold |
750
| – | – | 0.02% | 387 |
|
|
2019
Q2 | $56K | Hold |
750
| – | – | 0.02% | 426 |
|
|
2019
Q1 | $45K | Buy |
+750
| New | +$45K | 0.02% | 467 |
|