UBS AM’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 | $464K | Buy |
3,433
+123
| +4% | +$16.5K | ﹤0.01% | 2575 |
|
|
2025
Q4 | $465K | Buy |
3,310
+21
| +0.6% | +$3.16K | ﹤0.01% | 2333 |
|
|
2025
Q3 | $556K | Sell |
3,289
-4,343
| -57% | -$731K | ﹤0.01% | 2140 |
|
|
2025
Q2 | $1.26M | Buy |
7,632
+3,204
| +72% | +$457K | ﹤0.01% | 2333 |
|
|
2025
Q1 | $560K | Buy |
4,428
+1,687
| +62% | +$220K | ﹤0.01% | 2476 |
|
|
2024
Q4 | $308K | Hold |
2,741
| – | – | ﹤0.01% | 2608 |
|
|
2024
Q3 | $323K | Sell |
2,741
-675
| -20% | -$81.3K | ﹤0.01% | 2720 |
|
|
2024
Q2 | $422K | Buy |
3,416
+1,537
| +82% | +$203K | ﹤0.01% | 2663 |
|
|
2024
Q1 | $272K | Hold |
1,879
| – | – | ﹤0.01% | 2414 |
|
|
2023
Q4 | $245K | Hold |
1,879
| – | – | ﹤0.01% | 2462 |
|
|
2023
Q3 | $239K | Sell |
1,879
-1,701
| -48% | -$235K | ﹤0.01% | 2478 |
|
|
2023
Q2 | $298K | Hold |
3,580
| – | – | ﹤0.01% | 2478 |
|
|
2023
Q1 | $298K | Hold |
3,580
| – | – | ﹤0.01% | 2478 |
|
|
2022
Q4 | $236K | Sell |
3,580
-2,514
| -41% | -$199K | ﹤0.01% | 2401 |
|
|
2022
Q3 | $590K | Sell |
6,094
-434
| -7% | -$50.3K | ﹤0.01% | 2271 |
|
|
2022
Q2 | $733K | Buy |
6,528
+614
| +10% | +$96.5K | ﹤0.01% | 2123 |
|
|
2022
Q1 | $1.13M | Hold |
5,914
| – | – | ﹤0.01% | 2074 |
|
|
2021
Q4 | $1.45M | Buy |
5,914
+320
| +6% | +$69.6K | ﹤0.01% | 2017 |
|
|
2021
Q3 | $1.06M | Buy |
5,594
+2,145
| +62% | +$396K | ﹤0.01% | 2137 |
|
|
2021
Q2 | $553K | Buy |
3,449
+1,549
| +82% | +$227K | ﹤0.01% | 2499 |
|
|
2021
Q1 | $247K | Buy |
+1,900
| New | +$250K | ﹤0.01% | 2526 |
|
|
2020
Q4 | – | Sell |
-4,754
| Closed | -$502K | – | 2588 |
|
|
2020
Q3 | $502K | Buy |
+4,754
| New | +$395K | ﹤0.01% | 2143 |
|
|
2020
Q1 | – | Sell |
-5,213
| Closed | -$450K | – | 2533 |
|
|
2019
Q4 | $450K | Buy |
5,213
+22
| +0.4% | +$2.27K | ﹤0.01% | 2277 |
|
|
2019
Q3 | $662K | Buy |
5,191
+1,009
| +24% | +$143K | ﹤0.01% | 2150 |
|
|
2019
Q2 | $686K | Buy |
4,182
+1,682
| +67% | +$230K | ﹤0.01% | 2062 |
|
|
2019
Q1 | $293K | Hold |
2,500
| – | – | ﹤0.01% | 2326 |
|
|
2018
Q4 | $256K | Hold |
2,500
| – | – | ﹤0.01% | 2276 |
|
|
2018
Q3 | $286K | Hold |
2,500
| – | – | ﹤0.01% | 2295 |
|
|
2018
Q2 | $278K | Hold |
2,500
| – | – | ﹤0.01% | 2337 |
|
|
2018
Q1 | $263K | Buy |
+2,500
| New | +$257K | ﹤0.01% | 2266 |
|
|
2015
Q3 | – | Sell |
-4,100
| Closed | -$252K | – | 2701 |
|
|
2015
Q2 | $252K | Buy |
4,100
+100
| +3% | +$7.96K | ﹤0.01% | 2468 |
|
|
2015
Q1 | $292K | Buy |
4,000
+200
| +5% | +$16.1K | ﹤0.01% | 2278 |
|
|
2014
Q4 | $302K | Hold |
3,800
| – | – | ﹤0.01% | 2232 |
|
|
2014
Q3 | $257K | Hold |
3,800
| – | – | ﹤0.01% | 2237 |
|
|
2014
Q2 | $289K | Hold |
3,800
| – | – | ﹤0.01% | 2206 |
|
|
2014
Q1 | $285K | Hold |
3,800
| – | – | ﹤0.01% | 2210 |
|
|
2013
Q4 | $333K | Sell |
3,800
-100
| -3% | -$9.33K | ﹤0.01% | 2058 |
|
|
2013
Q3 | $351K | Buy |
3,900
+600
| +18% | +$51.1K | ﹤0.01% | 1983 |
|
|
2013
Q2 | $287K | Buy |
+3,300
| New | +$293K | ﹤0.01% | 2018 |
|
Other funds holding WRLD
PGP
VCM
VPM
