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 | 
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| 
        
          
      
        2025
         Q1  | $3.15M | Sell | 
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| 
        
          
      
        2024
         Q4  | $2.93M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.89M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $2.35M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $2.43M | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $1.87M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $1.39M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $864K | Buy | 
         | 
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| 
        
          
      
        2023
         Q1  | $646K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $526K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $390K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $142K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $79K | Buy | 
         |