CWM
Congress Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
121,095
-217,951
| -64% | -$10.7M | 0.06% | 354 |
|
|
2025
Q1 | $19.2M | Sell |
339,046
-9,382
| -3% | -$531K | 0.23% | 116 |
|
|
2024
Q4 | $20M | Sell |
348,428
-18,371
| -5% | -$1.05M | 0.27% | 98 |
|
|
2024
Q3 | $19.2M | Sell |
366,799
-19,754
| -5% | -$1.04M | 0.26% | 101 |
|
|
2024
Q2 | $20.9M | Sell |
386,553
-11,850
| -3% | -$642K | 0.33% | 72 |
|
|
2024
Q1 | $23.1M | Sell |
398,403
-13,438
| -3% | -$778K | 0.4% | 60 |
|
|
2023
Q4 | $20.2M | Sell |
411,841
-6,506
| -2% | -$319K | 0.37% | 59 |
|
|
2023
Q3 | $18M | Buy |
418,347
+222,133
| +113% | +$9.57M | 0.37% | 58 |
|
|
2023
Q2 | $17.9M | Sell |
196,214
-11,970
| -6% | -$1.09M | 0.41% | 52 |
|
|
2023
Q1 | $15.7M | Sell |
208,184
-5,125
| -2% | -$385K | 0.38% | 58 |
|
|
2022
Q4 | $13M | Buy |
213,309
+103,923
| +95% | +$6.33M | 0.33% | 71 |
|
|
2022
Q3 | $11.6M | Buy |
109,386
+3,960
| +4% | +$421K | 0.31% | 79 |
|
|
2022
Q2 | $11.5M | Sell |
105,426
-874
| -0.8% | -$95K | 0.29% | 90 |
|
|
2022
Q1 | $13.3M | Buy |
106,300
+3,614
| +4% | +$454K | 0.29% | 91 |
|
|
2021
Q4 | $15.6M | Buy |
+102,686
| New | +$15.6M | 0.31% | 84 |
|