DWA
Dougherty Wealth Advisers’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
2,311
| – | – | 0.08% | 56 |
|
|
2025
Q1 | $131K | Hold |
2,311
| – | – | 0.1% | 50 |
|
|
2024
Q4 | $133K | Hold |
2,311
| – | – | 0.1% | 53 |
|
|
2024
Q3 | $121K | Sell |
2,311
-96
| -4% | -$5.03K | 0.1% | 51 |
|
|
2024
Q2 | $130K | Hold |
2,407
| – | – | 0.11% | 46 |
|
|
2024
Q1 | $139K | Sell |
2,407
-601
| -20% | -$34.8K | 0.12% | 49 |
|
|
2023
Q4 | $147K | Hold |
3,008
| – | – | 0.14% | 46 |
|
|
2023
Q3 | $130K | Buy |
3,008
+1,504
| +100% | +$64.8K | 0.15% | 44 |
|
|
2023
Q2 | $137K | Hold |
1,504
| – | – | 0.19% | 42 |
|
|
2023
Q1 | $113K | Hold |
1,504
| – | – | 0.17% | 50 |
|
|
2022
Q4 | $91.6K | Buy |
1,504
+752
| +100% | +$45.8K | 0.15% | 64 |
|
|
2022
Q3 | $80K | Hold |
752
| – | – | 0.16% | 61 |
|
|
2022
Q2 | $82K | Hold |
752
| – | – | 0.15% | 66 |
|
|
2022
Q1 | $94K | Hold |
752
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $114K | Hold |
752
| – | – | 0.16% | 65 |
|
|
2021
Q3 | $104K | Hold |
752
| – | – | 0.15% | 70 |
|
|
2021
Q2 | $99K | Hold |
752
| – | – | 0.15% | 73 |
|
|
2021
Q1 | $82K | Hold |
752
| – | – | 0.12% | 75 |
|
|
2020
Q4 | $96K | Hold |
752
| – | – | 0.15% | 64 |
|
|
2020
Q3 | $79K | Hold |
752
| – | – | 0.27% | 69 |
|
|
2020
Q2 | $63K | Hold |
752
| – | – | 0.23% | 84 |
|
|
2020
Q1 | $52K | Hold |
752
| – | – | 0.21% | 89 |
|
|
2019
Q4 | $68K | Hold |
752
| – | – | 0.21% | 86 |
|
|
2019
Q3 | $60K | Hold |
752
| – | – | 0.2% | 90 |
|
|
2019
Q2 | $56K | Hold |
752
| – | – | 0.16% | 103 |
|
|
2019
Q1 | $46K | Hold |
752
| – | – | 0.16% | 108 |
|
|
2018
Q4 | $39K | Buy |
+752
| New | +$39K | 0.13% | 121 |
|