AE Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
60,490
+37,027
| +158% | +$1.82M | 0.02% | 451 |
|
|
2025
Q1 | $1.33M | Buy |
23,463
+6,718
| +40% | +$380K | 0.01% | 642 |
|
|
2024
Q4 | $961K | Buy |
16,745
+4,358
| +35% | +$250K | 0.01% | 709 |
|
|
2024
Q3 | $649K | Buy |
12,387
+2,766
| +29% | +$145K | 0.01% | 811 |
|
|
2024
Q2 | $521K | Buy |
+9,621
| New | +$521K | 0.01% | 874 |
|
|
2024
Q1 | – | Sell |
-18,796
| Closed | -$903K | – | 1313 |
|
|
2023
Q4 | $903K | Sell |
18,796
-707
| -4% | -$34K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $840K | Sell |
19,503
-929
| -5% | -$40K | 0.01% | 1168 |
|
|
2023
Q2 | $932K | Buy |
20,432
+6,530
| +47% | +$298K | 0.01% | 1114 |
|
|
2023
Q1 | $523K | Buy |
13,902
+84
| +0.6% | +$3.16K | ﹤0.01% | 1340 |
|
|
2022
Q4 | $421K | Buy |
13,818
+146
| +1% | +$4.45K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $364K | Buy |
13,672
+260
| +2% | +$6.92K | ﹤0.01% | 1394 |
|
|
2022
Q2 | $364K | Buy |
13,412
+1,032
| +8% | +$28K | ﹤0.01% | 1351 |
|
|
2022
Q1 | $388K | Buy |
12,380
+492
| +4% | +$15.4K | ﹤0.01% | 1310 |
|
|
2021
Q4 | $451K | Sell |
11,888
-12
| -0.1% | -$455 | ﹤0.01% | 1282 |
|
|
2021
Q3 | $413K | Sell |
11,900
-216
| -2% | -$7.5K | ﹤0.01% | 1246 |
|
|
2021
Q2 | $399K | Sell |
12,116
-104
| -0.9% | -$3.43K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $332K | Buy |
12,220
+1,240
| +11% | +$33.7K | ﹤0.01% | 1214 |
|
|
2020
Q4 | $349K | Buy |
10,980
+540
| +5% | +$17.2K | ﹤0.01% | 1079 |
|
|
2020
Q3 | $274K | Sell |
10,440
-28
| -0.3% | -$735 | ﹤0.01% | 1068 |
|
|
2020
Q2 | $218K | Sell |
10,468
-8,388
| -44% | -$175K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $323K | Buy |
+18,856
| New | +$323K | 0.01% | 853 |
|