LWAM
Legacy Wealth Asset Management’s Copart CPRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,474
| Closed | -$366K | – | 351 |
|
2025
Q1 | $366K | Sell |
6,474
-127
| -2% | -$7.19K | 0.1% | 273 |
|
2024
Q4 | $379K | Sell |
6,601
-625
| -9% | -$35.9K | 0.1% | 278 |
|
2024
Q3 | $379K | Buy |
7,226
+261
| +4% | +$13.7K | 0.1% | 278 |
|
2024
Q2 | $377K | Buy |
6,965
+240
| +4% | +$13K | 0.11% | 271 |
|
2024
Q1 | $390K | Sell |
6,725
-104
| -2% | -$6.02K | 0.11% | 267 |
|
2023
Q4 | $335K | Sell |
6,829
-11
| -0.2% | -$539 | 0.11% | 278 |
|
2023
Q3 | $295K | Buy |
6,840
+2,451
| +56% | +$106K | 0.11% | 280 |
|
2023
Q2 | $400K | Sell |
4,389
-457
| -9% | -$41.7K | 0.14% | 252 |
|
2023
Q1 | $364K | Sell |
4,846
-68
| -1% | -$5.11K | 0.13% | 271 |
|
2022
Q4 | $299K | Buy |
4,914
+2,230
| +83% | +$136K | 0.11% | 287 |
|
2022
Q3 | $286K | Buy |
2,684
+2
| +0.1% | +$213 | 0.13% | 268 |
|
2022
Q2 | $291K | Sell |
2,682
-22
| -0.8% | -$2.39K | 0.12% | 235 |
|
2022
Q1 | $339K | Buy |
2,704
+14
| +0.5% | +$1.76K | 0.12% | 236 |
|
2021
Q4 | $408K | Sell |
2,690
-79
| -3% | -$12K | 0.14% | 224 |
|
2021
Q3 | $384K | Sell |
2,769
-17
| -0.6% | -$2.36K | 0.18% | 209 |
|
2021
Q2 | $367K | Sell |
2,786
-254
| -8% | -$33.5K | 0.16% | 226 |
|
2021
Q1 | $330K | Sell |
3,040
-20
| -0.7% | -$2.17K | 0.15% | 233 |
|
2020
Q4 | $389K | Buy |
+3,060
| New | +$389K | 0.2% | 197 |
|