ISWM
Independent Solutions Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
4,323
-64,429
| -94% | -$3.16M | 0.04% | 172 |
|
|
2025
Q1 | $3.89M | Buy |
68,752
+852
| +1% | +$48.2K | 0.87% | 31 |
|
|
2024
Q4 | $3.9M | Buy |
67,900
+1,286
| +2% | +$73.8K | 0.85% | 32 |
|
|
2024
Q3 | $3.49M | Sell |
66,614
-1,965
| -3% | -$103K | 0.79% | 35 |
|
|
2024
Q2 | $3.71M | Buy |
68,579
+573
| +0.8% | +$31K | 0.85% | 33 |
|
|
2024
Q1 | $3.94M | Sell |
68,006
-4,157
| -6% | -$241K | 0.94% | 31 |
|
|
2023
Q4 | $3.54M | Sell |
72,163
-308
| -0.4% | -$15.1K | 0.91% | 30 |
|
|
2023
Q3 | $3.12M | Buy |
72,471
+36,028
| +99% | +$1.55M | 0.81% | 30 |
|
|
2023
Q2 | $3.32M | Sell |
36,443
-618
| -2% | -$56.4K | 0.84% | 26 |
|
|
2023
Q1 | $2.79M | Sell |
37,061
-591
| -2% | -$44.4K | 0.82% | 30 |
|
|
2022
Q4 | $2.29M | Buy |
37,652
+16,469
| +78% | +$1M | 0.7% | 38 |
|
|
2022
Q3 | $2.25M | Buy |
21,183
+1,515
| +8% | +$161K | 0.74% | 34 |
|
|
2022
Q2 | $2.14M | Sell |
19,668
-930
| -5% | -$101K | 0.67% | 35 |
|
|
2022
Q1 | $2.58M | Sell |
20,598
-1,103
| -5% | -$138K | 0.61% | 40 |
|
|
2021
Q4 | $3.29M | Sell |
21,701
-545
| -2% | -$82.6K | 0.78% | 32 |
|
|
2021
Q3 | $3.09M | Sell |
22,246
-1,490
| -6% | -$207K | 0.76% | 35 |
|
|
2021
Q2 | $3.13M | Buy |
23,736
+603
| +3% | +$79.5K | 0.76% | 33 |
|
|
2021
Q1 | $2.51M | Buy |
23,133
+1,931
| +9% | +$210K | 0.69% | 34 |
|
|
2020
Q4 | $2.7M | Buy |
21,202
+80
| +0.4% | +$10.2K | 0.84% | 29 |
|
|
2020
Q3 | $2.22M | Buy |
21,122
+4,083
| +24% | +$429K | 0.85% | 29 |
|
|
2020
Q2 | $1.42M | Buy |
17,039
+1,630
| +11% | +$136K | 0.61% | 39 |
|
|
2020
Q1 | $1.06M | Buy |
15,409
+487
| +3% | +$33.4K | 0.58% | 36 |
|
|
2019
Q4 | $1.36M | Buy |
+14,922
| New | +$1.36M | 0.6% | 35 |
|