SVWAG
Sound View Wealth Advisors Group’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
4,252
-864
| -17% | -$42.4K | 0.02% | 404 |
|
|
2025
Q1 | $290K | Sell |
5,116
-56
| -1% | -$3.17K | 0.02% | 340 |
|
|
2024
Q4 | $297K | Sell |
5,172
-28
| -0.5% | -$1.61K | 0.02% | 342 |
|
|
2024
Q3 | $272K | Buy |
5,200
+17
| +0.3% | +$891 | 0.02% | 351 |
|
|
2024
Q2 | $281K | Buy |
5,183
+269
| +5% | +$14.6K | 0.03% | 313 |
|
|
2024
Q1 | $285K | Sell |
4,914
-22
| -0.4% | -$1.27K | 0.03% | 310 |
|
|
2023
Q4 | $242K | Buy |
+4,936
| New | +$242K | 0.03% | 339 |
|
|
2023
Q1 | – | Sell |
-4,936
| Closed | -$242K | – | 375 |
|
|
2022
Q4 | $242K | Buy |
+4,936
| New | +$242K | 0.03% | 339 |
|