Carson Wealth (CWM LLC)’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
Q3 | $746K | Buy |
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|
2025
Q2 | $791K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $920K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $962K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $956K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $988K | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q2 | $2.29M | Hold |
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|
2021
Q1 | $2.29M | Hold |
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|
2020
Q4 | $2.29M | Hold |
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|
2020
Q3 | $2.29M | Hold |
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|
2020
Q2 | $2.29M | Hold |
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|
2020
Q1 | $2.29M | Hold |
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|
2019
Q4 | $2.29M | Hold |
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|
2019
Q3 | $2.29M | Hold |
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|
2019
Q2 | $2.29M | Hold |
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|
2019
Q1 | $2.29M | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Buy |
|