Octavia Wealth Advisors’s Copart CPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
5,687
| – | – | 0.03% | 170 |
|
|
2025
Q1 | $322K | Sell |
5,687
-229
| -4% | -$13K | 0.04% | 161 |
|
|
2024
Q4 | $340K | Sell |
5,916
-1,714
| -22% | -$98.4K | 0.04% | 151 |
|
|
2024
Q3 | $400K | Sell |
7,630
-1,400
| -16% | -$73.4K | 0.05% | 142 |
|
|
2024
Q2 | $489K | Hold |
9,030
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $523K | Hold |
9,030
| – | – | 0.08% | 112 |
|
|
2023
Q4 | $442K | Sell |
9,030
-676
| -7% | -$33.1K | 0.08% | 129 |
|
|
2023
Q3 | $418K | Sell |
9,706
-326
| -3% | -$14K | 0.08% | 112 |
|
|
2023
Q2 | $458K | Hold |
10,032
| – | – | 0.09% | 107 |
|
|
2023
Q1 | $377K | Hold |
10,032
| – | – | 0.08% | 110 |
|
|
2022
Q4 | $305K | Hold |
10,032
| – | – | 0.08% | 139 |
|
|
2022
Q3 | $267K | Hold |
10,032
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $273K | Buy |
+10,032
| New | +$273K | 0.07% | 133 |
|