BAM
Burgundy Asset Management’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,027,831
| Closed | -$44.9M | – | 114 |
|
|
2024
Q4 | $44.9M | Buy |
1,027,831
+17,583
| +2% | +$769K | 0.45% | 69 |
|
|
2024
Q3 | $48.7M | Buy |
1,010,248
+22,636
| +2% | +$1.09M | 0.48% | 68 |
|
|
2024
Q2 | $40.2M | Buy |
987,612
+15,372
| +2% | +$626K | 0.42% | 72 |
|
|
2024
Q1 | $37.1M | Buy |
972,240
+21,402
| +2% | +$816K | 0.38% | 73 |
|
|
2023
Q4 | $30.2M | Buy |
+950,838
| New | +$30.2M | 0.33% | 74 |
|