OWA
One Wealth Advisors’s Copart CPRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Sell |
26,307
-166
| -0.6% | -$8.15K | 0.18% | 81 |
|
2025
Q1 | $1.5M | Buy |
26,473
+129
| +0.5% | +$7.3K | 0.22% | 74 |
|
2024
Q4 | $1.51M | Buy |
26,344
+921
| +4% | +$52.9K | 0.22% | 67 |
|
2024
Q3 | $1.33M | Sell |
25,423
-185
| -0.7% | -$9.69K | 0.2% | 68 |
|
2024
Q2 | $1.31M | Buy |
25,608
+287
| +1% | +$14.6K | 0.28% | 49 |
|
2024
Q1 | $1.47M | Buy |
25,321
+5,894
| +30% | +$341K | 0.26% | 61 |
|
2023
Q4 | $952K | Buy |
19,427
+97
| +0.5% | +$4.75K | 0.18% | 72 |
|
2023
Q3 | $833K | Buy |
19,330
+9,665
| +100% | +$416K | 0.19% | 72 |
|
2023
Q2 | $882K | Buy |
9,665
+64
| +0.7% | +$5.84K | 0.19% | 71 |
|
2023
Q1 | $722K | Buy |
9,601
+228
| +2% | +$17.1K | 0.17% | 75 |
|
2022
Q4 | $571K | Buy |
9,373
+4,798
| +105% | +$292K | 0.13% | 88 |
|
2022
Q3 | $487K | Buy |
4,575
+11
| +0.2% | +$1.17K | 0.16% | 78 |
|
2022
Q2 | $496K | Buy |
4,564
+198
| +5% | +$21.5K | 0.13% | 88 |
|
2022
Q1 | $548K | Buy |
4,366
+395
| +10% | +$49.6K | 0.13% | 86 |
|
2021
Q4 | $602K | Buy |
3,971
+44
| +1% | +$6.67K | 0.15% | 73 |
|
2021
Q3 | $545K | Hold |
3,927
| – | – | 0.16% | 82 |
|
2021
Q2 | $518K | Buy |
3,927
+866
| +28% | +$114K | 0.16% | 75 |
|
2021
Q1 | $332K | Buy |
3,061
+164
| +6% | +$17.8K | 0.13% | 94 |
|
2020
Q4 | $369K | Buy |
2,897
+163
| +6% | +$20.8K | 0.2% | 67 |
|
2020
Q3 | $288K | Buy |
+2,734
| New | +$288K | 0.2% | 57 |
|
2019
Q2 | – | Sell |
-548
| Closed | -$33K | – | 189 |
|
2019
Q1 | $33K | Buy |
+548
| New | +$33K | 0.03% | 245 |
|
2018
Q4 | – | Sell |
-2,394
| Closed | -$123K | – | 180 |
|
2018
Q3 | $123K | Sell |
2,394
-29
| -1% | -$1.49K | 0.09% | 169 |
|
2018
Q2 | $137K | Sell |
2,423
-37
| -2% | -$2.09K | 0.11% | 161 |
|
2018
Q1 | $125K | Sell |
2,460
-163
| -6% | -$8.28K | 0.11% | 150 |
|
2017
Q4 | $113K | Buy |
+2,623
| New | +$113K | 0.09% | 182 |
|