KWM
Kolinsky Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $342K | Buy |
5,963
+722
| +14% | +$41.4K | 0.21% | 104 |
|
|
2024
Q3 | $275K | Buy |
5,241
+128
| +3% | +$6.71K | 0.18% | 126 |
|
|
2024
Q2 | $277K | Sell |
5,113
-255
| -5% | -$13.8K | 0.2% | 118 |
|
|
2024
Q1 | $311K | Sell |
5,368
-84
| -2% | -$4.87K | 0.24% | 101 |
|
|
2023
Q4 | $267K | Sell |
5,452
-224
| -4% | -$11K | 0.24% | 105 |
|
|
2023
Q3 | $245K | Buy |
5,676
+2,720
| +92% | +$117K | 0.24% | 101 |
|
|
2023
Q2 | $267K | Sell |
2,956
-338
| -10% | -$30.5K | 0.25% | 99 |
|
|
2023
Q1 | $248K | Sell |
3,294
-301
| -8% | -$22.7K | 0.26% | 102 |
|
|
2022
Q4 | $219K | Buy |
+3,595
| New | +$219K | 0.25% | 112 |
|