MGWM
Marks Group Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Sell |
192,302
-452
| -0.2% | -$22.2K | 0.88% | 31 |
|
|
2025
Q1 | $10.9M | Buy |
192,754
+3,051
| +2% | +$173K | 1.05% | 13 |
|
|
2024
Q4 | $10.9M | Buy |
189,703
+2,209
| +1% | +$127K | 1.07% | 15 |
|
|
2024
Q3 | $9.82M | Buy |
187,494
+6,148
| +3% | +$322K | 0.94% | 21 |
|
|
2024
Q2 | $9.82M | Buy |
181,346
+277
| +0.2% | +$15K | 1.03% | 13 |
|
|
2024
Q1 | $10.5M | Buy |
181,069
+3,097
| +2% | +$179K | 1.1% | 14 |
|
|
2023
Q4 | $8.72M | Sell |
177,972
-2,672
| -1% | -$131K | 0.99% | 15 |
|
|
2023
Q3 | $7.78M | Buy |
180,644
+87,211
| +93% | +$3.76M | 0.96% | 18 |
|
|
2023
Q2 | $8.52M | Sell |
93,433
-2,371
| -2% | -$216K | 1.01% | 12 |
|
|
2023
Q1 | $7.21M | Sell |
95,804
-10,909
| -10% | -$820K | 0.92% | 24 |
|
|
2022
Q4 | $6.5M | Buy |
106,713
+53,342
| +100% | +$3.25M | 0.89% | 32 |
|
|
2022
Q3 | $5.68M | Buy |
53,371
+1,095
| +2% | +$116K | 0.86% | 41 |
|
|
2022
Q2 | $5.68M | Buy |
52,276
+1,522
| +3% | +$165K | 0.82% | 43 |
|
|
2022
Q1 | $6.37M | Buy |
50,754
+4,337
| +9% | +$544K | 0.8% | 43 |
|
|
2021
Q4 | $7.04M | Buy |
46,417
+511
| +1% | +$77.5K | 0.86% | 26 |
|
|
2021
Q3 | $6.37M | Sell |
45,906
-576
| -1% | -$79.9K | 0.86% | 28 |
|
|
2021
Q2 | $6.12M | Buy |
46,482
+218
| +0.5% | +$28.7K | 0.84% | 26 |
|
|
2021
Q1 | $5.03M | Buy |
46,264
+1,711
| +4% | +$186K | 0.74% | 62 |
|
|
2020
Q4 | $5.67M | Buy |
44,553
+885
| +2% | +$113K | 0.88% | 26 |
|
|
2020
Q3 | $4.59M | Buy |
43,668
+1,276
| +3% | +$134K | 0.83% | 44 |
|
|
2020
Q2 | $3.52M | Buy |
42,392
+15,981
| +61% | +$1.33M | 0.72% | 65 |
|
|
2020
Q1 | $1.8M | Sell |
26,411
-15,645
| -37% | -$1.07M | 0.46% | 92 |
|
|
2019
Q4 | $3.83M | Buy |
+42,056
| New | +$3.83M | 0.75% | 62 |
|