Caldwell Sutter Capital’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 | $1.51M | Sell |
33,810
-126
| -0.4% | -$5.62K | 0.69% | 34 |
|
|
2025
Q1 | $1.51M | Hold |
33,936
| – | – | 0.72% | 36 |
|
|
2024
Q4 | $1.48M | Hold |
33,936
| – | – | 0.69% | 38 |
|
|
2024
Q3 | $1.64M | Hold |
33,936
| – | – | 0.76% | 35 |
|
|
2024
Q2 | $1.38M | Sell |
33,936
-5,552
| -14% | -$226K | 0.68% | 39 |
|
|
2024
Q1 | $1.51M | Hold |
39,488
| – | – | 0.72% | 35 |
|
|
2023
Q4 | $1.25M | Hold |
39,488
| – | – | 0.64% | 43 |
|
|
2023
Q3 | $1.47M | Hold |
39,488
| – | – | 0.81% | 30 |
|
|
2023
Q2 | $1.34M | Hold |
39,488
| – | – | 0.7% | 33 |
|
|
2023
Q1 | $1.53M | Buy |
39,488
+5,100
| +15% | +$198K | 1.12% | 22 |
|
|
2022
Q4 | $1.38M | Buy |
+34,388
| New | +$1.38M | 1.21% | 24 |
|