Allworth Financial’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 | $2.05K | Buy |
46
+36
| +360% | +$1.61K | ﹤0.01% | 3678 |
|
|
2025
Q1 | $437 | Sell |
10
-20
| -67% | -$874 | ﹤0.01% | 3710 |
|
|
2024
Q4 | $1.29K | Sell |
30
-238
| -89% | -$10.2K | ﹤0.01% | 3311 |
|
|
2024
Q3 | $12.9K | Hold |
268
| – | – | ﹤0.01% | 2149 |
|
|
2024
Q2 | $12.5K | Buy |
268
+258
| +2,580% | +$12K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $382 | Hold |
10
| – | – | ﹤0.01% | 3354 |
|
|
2023
Q4 | $318 | Sell |
10
-38
| -79% | -$1.21K | ﹤0.01% | 3229 |
|
|
2023
Q3 | $1.79K | Buy |
48
+39
| +433% | +$1.45K | ﹤0.01% | 2600 |
|
|
2023
Q2 | $307 | Sell |
9
-8
| -47% | -$273 | ﹤0.01% | 3014 |
|
|
2023
Q1 | $660 | Buy |
+17
| New | +$660 | ﹤0.01% | 2785 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 3148 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2864 |
|
|
2020
Q2 | – | Sell |
-697
| Closed | -$26K | – | 1392 |
|
|
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% | -$2.51K | ﹤0.01% | 341 |
|
|
2018
Q3 | $45K | Buy |
+750
| New | +$45K | ﹤0.01% | 313 |
|