DWM
Dogwood Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
12,630
-465
| -4% | -$22.6K | 0.3% | 69 |
|
|
2025
Q1 | $741K | Buy |
13,095
+138
| +1% | +$7.81K | 0.39% | 51 |
|
|
2024
Q4 | $744K | Buy |
12,957
+430
| +3% | +$24.7K | 0.39% | 43 |
|
|
2024
Q3 | $656K | Buy |
12,527
+2,092
| +20% | +$110K | 0.38% | 44 |
|
|
2024
Q2 | $565K | Buy |
10,435
+928
| +10% | +$50.3K | 0.35% | 47 |
|
|
2024
Q1 | $551K | Buy |
9,507
+832
| +10% | +$48.2K | 0.37% | 42 |
|
|
2023
Q4 | $425K | Buy |
+8,675
| New | +$425K | 0.33% | 52 |
|