Wealthspire Advisors (New York)’s Copart CPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,596
| Closed | -$656K | – | 852 |
|
|
2025
Q1 | $656K | Buy |
11,596
+4,757
| +70% | +$269K | ﹤0.01% | 459 |
|
|
2024
Q4 | $393K | Sell |
6,839
-680
| -9% | -$39K | ﹤0.01% | 579 |
|
|
2024
Q3 | $394K | Buy |
+7,519
| New | +$394K | ﹤0.01% | 552 |
|
|
2022
Q1 | – | Sell |
-6,016
| Closed | -$228K | – | 462 |
|
|
2021
Q4 | $228K | Buy |
+6,016
| New | +$228K | 0.01% | 493 |
|
|
2021
Q2 | – | Sell |
-11,680
| Closed | -$317K | – | 435 |
|
|
2021
Q1 | $317K | Buy |
11,680
+2,032
| +21% | +$55.1K | 0.01% | 532 |
|
|
2020
Q4 | $307K | Buy |
+9,648
| New | +$307K | 0.01% | 431 |
|
|
2020
Q2 | – | Sell |
-43,708
| Closed | -$749K | – | 325 |
|
|
2020
Q1 | $749K | Buy |
+43,708
| New | +$749K | 0.03% | 236 |
|
|
2019
Q1 | – | Sell |
-84
| Closed | -$1K | – | 207 |
|
|
2018
Q4 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 791 |
|