O'Shaughnessy Asset Management’s World Acceptance Corp WRLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Sell |
11,969
-2,778
| -19% | -$372K | 0.01% | 969 |
|
|
2025
Q4 | $2.07M | Buy |
14,747
+268
| +2% | +$40.3K | 0.01% | 825 |
|
|
2025
Q3 | $2.45M | Buy |
14,479
+8,080
| +126% | +$1.36M | 0.01% | 738 |
|
|
2025
Q2 | $1.06M | Buy |
+6,399
| New | +$913K | 0.01% | 1042 |
|
|
2024
Q4 | – | Sell |
-3,048
| Closed | -$351K | – | 2295 |
|
|
2024
Q3 | $351K | Sell |
3,048
-734
| -19% | -$88.4K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $467K | Buy |
3,782
+12
| +0.3% | +$1.58K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $547K | Buy |
3,770
+93
| +3% | +$12.2K | 0.01% | 1060 |
|
|
2023
Q4 | $480K | Buy |
+3,677
| New | +$431K | 0.01% | 1021 |
|
|
2022
Q1 | – | Sell |
-1,404
| Closed | -$345K | – | 1382 |
|
|
2021
Q4 | $345K | Sell |
1,404
-852
| -38% | -$185K | 0.01% | 816 |
|
|
2021
Q3 | $428K | Sell |
2,256
-206
| -8% | -$38.1K | 0.01% | 713 |
|
|
2021
Q2 | $395K | Buy |
2,462
+491
| +25% | +$71.9K | 0.01% | 757 |
|
|
2021
Q1 | $256K | Buy |
1,971
+501
| +34% | +$65.9K | 0.01% | 831 |
|
|
2020
Q4 | $150K | Buy |
1,470
+558
| +61% | +$59K | ﹤0.01% | 942 |
|
|
2020
Q3 | $96K | Buy |
912
+766
| +525% | +$63.7K | ﹤0.01% | 916 |
|
|
2020
Q2 | $10K | Buy |
+146
| New | +$9.13K | ﹤0.01% | 1263 |
|
|
2020
Q1 | – | Sell |
-58
| Closed | -$5K | – | 1855 |
|
|
2019
Q4 | $5K | Buy |
+58
| New | +$5.97K | ﹤0.01% | 1471 |
|
|
2017
Q2 | – | Sell |
-7,120
| Closed | -$369K | – | 981 |
|
|
2017
Q1 | $369K | Buy |
7,120
+1,780
| +33% | +$95.6K | 0.01% | 395 |
|
|
2016
Q4 | $343K | Buy |
5,340
+3,148
| +144% | +$176K | 0.01% | 428 |
|
|
2016
Q3 | $107K | Buy |
+2,192
| New | +$105K | ﹤0.01% | 599 |
|
|
2015
Q4 | – | Sell |
-3,583
| Closed | -$131K | – | 1028 |
|
|
2015
Q3 | $131K | Buy |
3,583
+2,582
| +258% | +$110K | ﹤0.01% | 540 |
|
|
2015
Q2 | $62K | Buy |
+1,001
| New | +$79.7K | ﹤0.01% | 601 |
|
|
2013
Q3 | – | Sell |
-995
| Closed | -$87K | – | 1002 |
|
|
2013
Q2 | $87K | Buy |
+995
| New | +$88.5K | ﹤0.01% | 579 |
|
Other funds holding WRLD
PGP
VCM
VPM