CWP
Concord Wealth Partners’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4K | Hold |
110
| – | – | ﹤0.01% | 621 |
|
|
2025
Q1 | $6.23K | Hold |
110
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $6.31K | Hold |
110
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $5.76K | Buy |
+110
| New | +$5.76K | ﹤0.01% | 613 |
|
|
2023
Q2 | – | Sell |
-502
| Closed | -$37.8K | – | 1040 |
|
|
2023
Q1 | $37.8K | Hold |
502
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $30.6K | Buy |
+502
| New | +$30.6K | 0.01% | 465 |
|
|
2022
Q3 | – | Sell |
-251
| Closed | -$27K | – | 343 |
|
|
2022
Q2 | $27K | Hold |
251
| – | – | 0.01% | 477 |
|
|
2022
Q1 | $31K | Hold |
251
| – | – | 0.01% | 528 |
|
|
2021
Q4 | $38K | Buy |
+251
| New | +$38K | 0.01% | 502 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1055 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 893 |
|