PWA
Physician Wealth Advisors’s Copart CPRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $98.7K | Sell |
2,012
-1,768
| -47% | -$86.8K | 0.02% | 266 |
|
2025
Q1 | $214K | Buy |
3,780
+61
| +2% | +$3.45K | 0.04% | 170 |
|
2024
Q4 | $213K | Sell |
3,719
-766
| -17% | -$44K | 0.04% | 171 |
|
2024
Q3 | $246K | Buy |
4,485
+733
| +20% | +$40.2K | 0.04% | 158 |
|
2024
Q2 | $203K | Sell |
3,752
-224
| -6% | -$12.1K | 0.04% | 175 |
|
2024
Q1 | $216K | Buy |
+3,976
| New | +$216K | 0.05% | 160 |
|
2021
Q4 | – | Sell |
-1,398
| Closed | -$203K | – | 162 |
|
2021
Q3 | $203K | Sell |
1,398
-10
| -0.7% | -$1.45K | 0.06% | 154 |
|
2021
Q2 | $205K | Buy |
+1,408
| New | +$205K | 0.06% | 146 |
|