Caldwell Sutter Capital’s John Wiley & Sons Class B WLYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Hold |
12,134
| – | – | 0.25% | 106 |
|
|
2025
Q1 | $541K | Hold |
12,134
| – | – | 0.26% | 106 |
|
|
2024
Q4 | $529K | Hold |
12,134
| – | – | 0.25% | 105 |
|
|
2024
Q3 | $586K | Hold |
12,134
| – | – | 0.27% | 99 |
|
|
2024
Q2 | $493K | Sell |
12,134
-4,970
| -29% | -$202K | 0.24% | 108 |
|
|
2024
Q1 | $650K | Hold |
17,104
| – | – | 0.31% | 87 |
|
|
2023
Q4 | $550K | Hold |
17,104
| – | – | 0.28% | 99 |
|
|
2023
Q3 | $639K | Hold |
17,104
| – | – | 0.35% | 79 |
|
|
2023
Q2 | $580K | Buy |
17,104
+16,754
| +4,787% | +$568K | 0.3% | 84 |
|
|
2023
Q1 | $13.4K | Hold |
350
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $13.8K | Buy |
+350
| New | +$13.8K | 0.01% | 242 |
|