CAPTRUST Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $525K | Sell |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $92K | Buy |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $106K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $111K | Buy |
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|
2019
Q2 | $89K | Sell |
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|
2019
Q1 | $86K | Buy |
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|
2018
Q4 | $78K | Buy |
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|
2018
Q3 | $84K | Sell |
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|
2018
Q2 | $88K | Sell |
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|
2018
Q1 | $92K | Buy |
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|
2017
Q4 | $75K | Buy |
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