Ameritas Investment Partners’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 | $186K | Hold |
4,175
| – | – | 0.01% | 1331 |
|
|
2025
Q1 | $186K | Hold |
4,175
| – | – | 0.01% | 1304 |
|
|
2024
Q4 | $182K | Buy |
4,175
+645
| +18% | +$28.2K | 0.01% | 1384 |
|
|
2024
Q3 | $170K | Sell |
3,530
-245
| -6% | -$11.8K | 0.01% | 1427 |
|
|
2024
Q2 | $154K | Hold |
3,775
| – | – | 0.01% | 1445 |
|
|
2024
Q1 | $144K | Hold |
3,775
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q4 | $120K | Sell |
3,775
-468
| -11% | -$14.9K | ﹤0.01% | 1615 |
|
|
2023
Q3 | $158K | Buy |
4,243
+834
| +24% | +$31K | 0.01% | 1350 |
|
|
2023
Q2 | $116K | Sell |
3,409
-19,282
| -85% | -$656K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $880K | Buy |
22,691
+363
| +2% | +$14.1K | 0.03% | 622 |
|
|
2022
Q4 | $964K | Buy |
22,328
+1,149
| +5% | +$49.6K | 0.04% | 600 |
|
|
2022
Q3 | $795K | Sell |
21,179
-45
| -0.2% | -$1.69K | 0.04% | 605 |
|
|
2022
Q2 | $1.01M | Buy |
21,224
+1
| +0% | +$48 | 0.04% | 525 |
|
|
2022
Q1 | $1.13M | Sell |
21,223
-49
| -0.2% | -$2.6K | 0.04% | 575 |
|
|
2021
Q4 | $1.22M | Buy |
21,272
+61
| +0.3% | +$3.49K | 0.04% | 555 |
|
|
2021
Q3 | $1.11M | Sell |
21,211
-530
| -2% | -$27.7K | 0.04% | 565 |
|
|
2021
Q2 | $1.31M | Buy |
21,741
+2,500
| +13% | +$150K | 0.05% | 497 |
|
|
2021
Q1 | $990K | Buy |
19,241
+1
| +0% | +$51 | 0.04% | 603 |
|
|
2020
Q4 | $878K | Sell |
19,240
-3,135
| -14% | -$143K | 0.04% | 598 |
|
|
2020
Q3 | $709K | Buy |
22,375
+91
| +0.4% | +$2.88K | 0.03% | 603 |
|
|
2020
Q2 | $868K | Sell |
22,284
-128
| -0.6% | -$4.99K | 0.04% | 511 |
|
|
2020
Q1 | $840K | Buy |
22,412
+31
| +0.1% | +$1.16K | 0.05% | 438 |
|
|
2019
Q4 | $1.09M | Buy |
22,381
+735
| +3% | +$35.6K | 0.05% | 488 |
|
|
2019
Q3 | $951K | Sell |
21,646
-768
| -3% | -$33.7K | 0.04% | 523 |
|
|
2019
Q2 | $1.03M | Hold |
22,414
| – | – | 0.05% | 506 |
|
|
2019
Q1 | $990K | Buy |
22,414
+1,700
| +8% | +$75.1K | 0.05% | 510 |
|
|
2018
Q4 | $973K | Hold |
20,714
| – | – | 0.05% | 467 |
|
|
2018
Q3 | $1.26M | Hold |
20,714
| – | – | 0.06% | 434 |
|
|
2018
Q2 | $1.29M | Hold |
20,714
| – | – | 0.06% | 418 |
|
|
2018
Q1 | $1.32M | Buy |
20,714
+7,231
| +54% | +$460K | 0.06% | 411 |
|
|
2017
Q4 | $887K | Sell |
13,483
-5,500
| -29% | -$362K | 0.04% | 593 |
|
|
2017
Q3 | $1.02M | Hold |
18,983
| – | – | 0.05% | 515 |
|
|
2017
Q2 | $1M | Hold |
18,983
| – | – | 0.05% | 525 |
|
|
2017
Q1 | $1.02M | Buy |
18,983
+2,200
| +13% | +$118K | 0.05% | 506 |
|
|
2016
Q4 | $914K | Hold |
16,783
| – | – | 0.05% | 548 |
|
|
2016
Q3 | $866K | Buy |
16,783
+9,154
| +120% | +$472K | 0.05% | 549 |
|
|
2016
Q2 | $398K | Buy |
7,629
+211
| +3% | +$11K | 0.03% | 718 |
|
|
2016
Q1 | $363K | Hold |
7,418
| – | – | 0.02% | 745 |
|
|
2015
Q4 | $334K | Hold |
7,418
| – | – | 0.02% | 761 |
|
|
2015
Q3 | $371K | Buy |
7,418
+475
| +7% | +$23.8K | 0.03% | 680 |
|
|
2015
Q2 | $377K | Hold |
6,943
| – | – | 0.02% | 725 |
|
|
2015
Q1 | $424K | Hold |
6,943
| – | – | 0.03% | 679 |
|
|
2014
Q4 | $411K | Hold |
6,943
| – | – | 0.03% | 684 |
|
|
2014
Q3 | $390K | Sell |
6,943
-165
| -2% | -$9.27K | 0.03% | 684 |
|
|
2014
Q2 | $431K | Hold |
7,108
| – | – | 0.03% | 669 |
|
|
2014
Q1 | $410K | Sell |
7,108
-190
| -3% | -$11K | 0.03% | 664 |
|
|
2013
Q4 | $403K | Sell |
7,298
-126
| -2% | -$6.96K | 0.03% | 674 |
|
|
2013
Q3 | $354K | Buy |
+7,424
| New | +$354K | 0.03% | 670 |
|