SWM
Sugarloaf Wealth Management’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.72M | Sell |
64,865
-3,802
| -6% | -$218K | 0.7% | 28 |
|
|
2024
Q3 | $3.6M | Buy |
68,667
+1,402
| +2% | +$73.5K | 0.68% | 27 |
|
|
2024
Q2 | $3.64M | Buy |
67,265
+92
| +0.1% | +$4.98K | 0.74% | 24 |
|
|
2024
Q1 | $3.89M | Buy |
67,173
+3,044
| +5% | +$176K | 0.81% | 21 |
|
|
2023
Q4 | $3.14M | Buy |
64,129
+913
| +1% | +$44.7K | 0.76% | 24 |
|
|
2023
Q3 | $2.72M | Buy |
63,216
+30,572
| +94% | +$1.32M | 0.69% | 25 |
|
|
2023
Q2 | $2.98M | Sell |
32,644
-2,525
| -7% | -$230K | 0.7% | 21 |
|
|
2023
Q1 | $2.65M | Sell |
35,169
-2,945
| -8% | -$221K | 0.65% | 20 |
|
|
2022
Q4 | $2.32M | Buy |
38,114
+18,227
| +92% | +$1.11M | 0.58% | 27 |
|
|
2022
Q3 | $2.12M | Buy |
19,887
+848
| +4% | +$90.3K | 0.54% | 30 |
|
|
2022
Q2 | $2.07M | Buy |
19,039
+2,262
| +13% | +$246K | 0.52% | 32 |
|
|
2022
Q1 | $2.13M | Buy |
16,777
+1,803
| +12% | +$228K | 0.5% | 35 |
|
|
2021
Q4 | $2.27M | Buy |
14,974
+898
| +6% | +$136K | 0.54% | 29 |
|
|
2021
Q3 | $1.95M | Sell |
14,076
-501
| -3% | -$69.5K | 0.51% | 30 |
|
|
2021
Q2 | $1.92M | Buy |
14,577
+859
| +6% | +$113K | 0.52% | 29 |
|
|
2021
Q1 | $1.49K | Buy |
13,718
+524
| +4% | +$57 | 0.44% | 33 |
|
|
2020
Q4 | $1.68M | Buy |
13,194
+305
| +2% | +$38.8K | 0.56% | 27 |
|
|
2020
Q3 | $1.36M | Sell |
12,889
-11
| -0.1% | -$1.16K | 0.5% | 31 |
|
|
2020
Q2 | $1.07M | Buy |
12,900
+960
| +8% | +$79.9K | 0.41% | 40 |
|
|
2020
Q1 | $818K | Buy |
11,940
+3,925
| +49% | +$269K | 0.37% | 43 |
|
|
2019
Q4 | $729K | Buy |
+8,015
| New | +$729K | 0.31% | 58 |
|