PYA Waltman Capital’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.23M Buy
2025
Q1
$3.15M Sell
2024
Q4
$2.93M Sell
2024
Q3
$2.89M Buy
2024
Q2
$2.35M Buy
2024
Q1
$2.43M Buy
2023
Q4
$1.87M Buy
2023
Q3
$1.39M Buy
2023
Q2
$864K Buy
2023
Q1
$646K Buy
2022
Q4
$526K Buy
2022
Q3
$390K Buy
2022
Q2
$142K Buy
2022
Q1
$79K Buy