Summit Wealth & Retirement Planning’s Copart CPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
23,868
| – | – | 0.31% | 33 |
|
|
2025
Q1 | $1.35M | Hold |
23,868
| – | – | 0.41% | 25 |
|
|
2024
Q4 | $1.37M | Hold |
23,868
| – | – | 0.42% | 24 |
|
|
2024
Q3 | $1.25M | Sell |
23,868
-184
| -0.8% | -$9.64K | 0.4% | 23 |
|
|
2024
Q2 | $1.3M | Hold |
24,052
| – | – | 0.44% | 23 |
|
|
2024
Q1 | $1.39M | Buy |
24,052
+10,672
| +80% | +$618K | 0.5% | 22 |
|
|
2023
Q4 | $656K | Hold |
13,380
| – | – | 0.28% | 29 |
|
|
2023
Q3 | $577K | Sell |
13,380
-1,184
| -8% | -$51K | 0.23% | 33 |
|
|
2023
Q2 | $664K | Sell |
14,564
-6,500
| -31% | -$296K | 0.26% | 32 |
|
|
2023
Q1 | $792K | Sell |
21,064
-7,736
| -27% | -$291K | 0.3% | 38 |
|
|
2022
Q4 | $877K | Hold |
28,800
| – | – | 0.36% | 35 |
|
|
2022
Q3 | $766K | Hold |
28,800
| – | – | 0.3% | 42 |
|
|
2022
Q2 | $782K | Buy |
28,800
+5,600
| +24% | +$152K | 0.3% | 44 |
|
|
2022
Q1 | $728K | Buy |
+23,200
| New | +$728K | 0.26% | 54 |
|
|
2021
Q1 | – | Sell |
-16,472
| Closed | -$524K | – | 106 |
|
|
2020
Q4 | $524K | Hold |
16,472
| – | – | 0.2% | 78 |
|
|
2020
Q3 | $433K | Hold |
16,472
| – | – | 0.19% | 78 |
|
|
2020
Q2 | $343K | Hold |
16,472
| – | – | 0.16% | 90 |
|
|
2020
Q1 | $282K | Hold |
16,472
| – | – | 0.15% | 95 |
|
|
2019
Q4 | $374K | Hold |
16,472
| – | – | 0.17% | 99 |
|
|
2019
Q3 | $331K | Hold |
16,472
| – | – | 0.2% | 93 |
|
|
2019
Q2 | $308K | Hold |
16,472
| – | – | 0.18% | 104 |
|
|
2019
Q1 | $250K | Buy |
+16,472
| New | +$250K | 0.15% | 118 |
|