SWM
Segment Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
45,511
+3,493
| +8% | +$171K | 0.14% | 100 |
|
|
2025
Q1 | $2.38M | Buy |
42,018
+1,670
| +4% | +$94.5K | 0.16% | 90 |
|
|
2024
Q4 | $2.32M | Sell |
40,348
-525
| -1% | -$30.1K | 0.16% | 89 |
|
|
2024
Q3 | $2.14M | Buy |
40,873
+5,374
| +15% | +$282K | 0.15% | 94 |
|
|
2024
Q2 | $1.92M | Buy |
35,499
+4,755
| +15% | +$258K | 0.14% | 102 |
|
|
2024
Q1 | $1.78M | Buy |
+30,744
| New | +$1.78M | 0.14% | 104 |
|