JWM
JGP Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
19,741
+405
| +2% | +$19.9K | 0.12% | 99 |
|
|
2025
Q1 | $1.09M | Sell |
19,336
-827
| -4% | -$46.8K | 0.14% | 87 |
|
|
2024
Q4 | $1.16M | Buy |
20,163
+239
| +1% | +$13.7K | 0.15% | 85 |
|
|
2024
Q3 | $1.04M | Buy |
19,924
+504
| +3% | +$26.4K | 0.13% | 86 |
|
|
2024
Q2 | $1.05M | Buy |
19,420
+1,095
| +6% | +$59.3K | 0.15% | 79 |
|
|
2024
Q1 | $1.06M | Sell |
18,325
-4,421
| -19% | -$256K | 0.15% | 80 |
|
|
2023
Q4 | $1.11M | Sell |
22,746
-206
| -0.9% | -$10.1K | 0.17% | 82 |
|
|
2023
Q3 | $989K | Buy |
22,952
+11,381
| +98% | +$490K | 0.17% | 81 |
|
|
2023
Q2 | $1.06M | Sell |
11,571
-252
| -2% | -$23K | 0.17% | 80 |
|
|
2023
Q1 | $889K | Buy |
11,823
+57
| +0.5% | +$4.29K | 0.16% | 81 |
|
|
2022
Q4 | $716K | Buy |
11,766
+5,827
| +98% | +$355K | 0.13% | 89 |
|
|
2022
Q3 | $651K | Sell |
5,939
-126
| -2% | -$13.8K | 0.14% | 91 |
|
|
2022
Q2 | $684K | Buy |
6,065
+100
| +2% | +$11.3K | 0.14% | 89 |
|
|
2022
Q1 | $749K | Buy |
5,965
+216
| +4% | +$27.1K | 0.14% | 91 |
|
|
2021
Q4 | $814K | Buy |
5,749
+1,031
| +22% | +$146K | 0.15% | 85 |
|
|
2021
Q3 | $654K | Buy |
4,718
+359
| +8% | +$49.8K | 0.14% | 90 |
|
|
2021
Q2 | $575K | Buy |
4,359
+676
| +18% | +$89.2K | 0.12% | 92 |
|
|
2021
Q1 | $400K | Buy |
3,683
+359
| +11% | +$39K | 0.09% | 110 |
|
|
2020
Q4 | $380K | Buy |
3,324
+527
| +19% | +$60.2K | 0.09% | 106 |
|
|
2020
Q3 | $311K | Buy |
+2,797
| New | +$311K | 0.08% | 106 |
|