PWG
Portside Wealth Group’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
7,811
-5,898
| -43% | -$289K | 0.06% | 291 |
|
|
2025
Q1 | $776K | Sell |
13,709
-985
| -7% | -$55.7K | 0.13% | 176 |
|
|
2024
Q4 | $843K | Sell |
14,694
-190
| -1% | -$10.9K | 0.14% | 164 |
|
|
2024
Q3 | $780K | Buy |
14,884
+1,322
| +10% | +$69.3K | 0.13% | 169 |
|
|
2024
Q2 | $735K | Sell |
13,562
-620
| -4% | -$33.6K | 0.14% | 157 |
|
|
2024
Q1 | $821K | Buy |
14,182
+906
| +7% | +$52.5K | 0.15% | 153 |
|
|
2023
Q4 | $651K | Sell |
13,276
-4,027
| -23% | -$197K | 0.12% | 178 |
|
|
2023
Q3 | $749K | Buy |
17,303
+7,581
| +78% | +$328K | 0.14% | 147 |
|
|
2023
Q2 | $887K | Buy |
+9,722
| New | +$887K | 0.16% | 137 |
|