Creative Planning’s World Acceptance Corp WRLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
4,850
+2,007
| +71% | +$331K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $360K | Buy |
2,843
+2,618
| +1,164% | +$331K | ﹤0.01% | 2582 |
|
|
2024
Q4 | $25.3K | Buy |
+225
| New | +$25.3K | ﹤0.01% | 3300 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$7K | – | 3614 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 3797 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3917 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3803 |
|
|
2016
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 3812 |
|
|
2014
Q3 | – | Sell |
-250
| Closed | -$19K | – | 4011 |
|
|
2014
Q2 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 2493 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$35K | – | 3373 |
|
|
2013
Q2 | $35K | Buy |
+400
| New | +$35K | ﹤0.01% | 1590 |
|