Allworth Financial’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2K | Buy |
294
+175
| +147% | +$5.67K | ﹤0.01% | 3424 |
|
|
2025
Q4 | $3.65K | Sell |
119
-661
| -85% | -$23.3K | ﹤0.01% | 3883 |
|
|
2025
Q3 | $31.6K | Buy |
780
+734
| +1,596% | +$29.6K | ﹤0.01% | 2423 |
|
|
2025
Q2 | $2.05K | Buy |
46
+36
| +360% | +$1.52K | ﹤0.01% | 3686 |
|
|
2025
Q1 | $437 | Sell |
10
-20
| -67% | -$845 | ﹤0.01% | 3717 |
|
|
2024
Q4 | $1.29K | Sell |
30
-238
| -89% | -$11.7K | ﹤0.01% | 3316 |
|
|
2024
Q3 | $12.9K | Hold |
268
| – | – | ﹤0.01% | 2151 |
|
|
2024
Q2 | $12.5K | Buy |
268
+258
| +2,580% | +$9.83K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $382 | Hold |
10
| – | – | ﹤0.01% | 3354 |
|
|
2023
Q4 | $318 | Sell |
10
-38
| -79% | -$1.19K | ﹤0.01% | 3229 |
|
|
2023
Q3 | $1.78K | Buy |
48
+39
| +433% | +$1.38K | ﹤0.01% | 2600 |
|
|
2023
Q2 | $307 | Sell |
9
-8
| -47% | -$291 | ﹤0.01% | 3014 |
|
|
2023
Q1 | $660 | Buy |
+17
| New | +$724 | ﹤0.01% | 2785 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 3150 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | +$102 | ﹤0.01% | 2864 |
|
|
2020
Q2 | – | Sell |
-697
| Closed | -$26K | – | 1393 |
|
|
2020
Q1 | $26K | Hold |
697
| – | – | ﹤0.01% | 521 |
|
|
2019
Q4 | $34K | Hold |
697
| – | – | ﹤0.01% | 435 |
|
|
2019
Q3 | $31K | Hold |
697
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $32K | Hold |
697
| – | – | ﹤0.01% | 388 |
|
|
2019
Q1 | $31K | Hold |
697
| – | – | ﹤0.01% | 391 |
|
|
2018
Q4 | $33K | Sell |
697
-53
| -7% | -$2.85K | ﹤0.01% | 341 |
|
|
2018
Q3 | $45K | Buy |
+750
| New | +$46.7K | ﹤0.01% | 313 |
|
Other funds holding WLY
VPM
VCM
SAM