LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55K | Hold |
113
| – | – | ﹤0.01% | 495 |
|
|
2025
Q1 | $6.9K | Sell |
113
-95
| -46% | -$5.8K | ﹤0.01% | 498 |
|
|
2024
Q4 | $12K | Hold |
208
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $10.7K | Buy |
208
+113
| +119% | +$5.81K | ﹤0.01% | 495 |
|
|
2024
Q2 | $5.13K | Hold |
95
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $10.3K | Buy |
+95
| New | +$10.3K | ﹤0.01% | 493 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$2K | – | 639 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 614 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 676 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 844 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$2K | – | 391 |
|
|
2020
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 741 |
|
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 568 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 574 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 630 |
|
|
2019
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 660 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 684 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 670 |
|
|
2018
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 698 |
|
|
2018
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 641 |
|
|
2018
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 739 |
|
|
2017
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 765 |
|
|
2017
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 808 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$12K | – | 597 |
|
|
2013
Q3 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 479 |
|