Adirondack Trust Company’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.7K | Hold |
2,100
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $93.6K | Hold |
2,100
| – | – | 0.04% | 187 |
|
|
2024
Q4 | $91.8K | Hold |
2,100
| – | – | 0.04% | 192 |
|
|
2024
Q3 | $101K | Hold |
2,100
| – | – | 0.04% | 184 |
|
|
2024
Q2 | $85.5K | Hold |
2,100
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $80.1K | Hold |
2,100
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $70K | Buy |
2,100
+400
| +24% | +$13.3K | 0.03% | 204 |
|
|
2023
Q3 | $63.2K | Buy |
+1,700
| New | +$63.2K | 0.03% | 200 |
|