Waldron Private Wealth’s Copart CPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,964
| Closed | -$301K | – | 405 |
|
|
2021
Q4 | $301K | Hold |
7,964
| – | – | 0.01% | 310 |
|
|
2021
Q3 | $276K | Hold |
7,964
| – | – | 0.02% | 297 |
|
|
2021
Q2 | $262K | Hold |
7,964
| – | – | 0.02% | 292 |
|
|
2021
Q1 | $216K | Hold |
7,964
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $253K | Hold |
7,964
| – | – | 0.02% | 253 |
|
|
2020
Q3 | $209K | Buy |
+7,964
| New | +$209K | 0.02% | 252 |
|