Carson Wealth (CWM LLC)’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
17,732
-560
| -3% | -$25K | ﹤0.01% | 1379 |
|
|
2025
Q1 | $815K | Sell |
18,292
-2,764
| -13% | -$123K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $920K | Sell |
21,056
-1,524
| -7% | -$66.6K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $1.09M | Sell |
22,580
-1,049
| -4% | -$50.6K | ﹤0.01% | 977 |
|
|
2024
Q2 | $962K | Sell |
23,629
-2,712
| -10% | -$110K | ﹤0.01% | 918 |
|
|
2024
Q1 | $1M | Sell |
26,341
-406
| -2% | -$15.5K | ﹤0.01% | 851 |
|
|
2023
Q4 | $849K | Sell |
26,747
-1,567
| -6% | -$49.7K | ﹤0.01% | 874 |
|
|
2023
Q3 | $1.05M | Buy |
28,314
+229
| +0.8% | +$8.51K | 0.01% | 732 |
|
|
2023
Q2 | $956K | Sell |
28,085
-901
| -3% | -$30.7K | 0.01% | 732 |
|
|
2023
Q1 | $1.12M | Buy |
28,986
+479
| +2% | +$18.6K | 0.01% | 634 |
|
|
2022
Q4 | $1.14M | Buy |
28,507
+2,198
| +8% | +$88.1K | 0.01% | 574 |
|
|
2022
Q3 | $988K | Sell |
26,309
-631
| -2% | -$23.7K | 0.01% | 564 |
|
|
2022
Q2 | $1.29M | Sell |
26,940
-1,532
| -5% | -$73.2K | 0.01% | 502 |
|
|
2022
Q1 | $1.51M | Sell |
28,472
-5,040
| -15% | -$267K | 0.01% | 462 |
|
|
2021
Q4 | $1.92M | Buy |
+33,512
| New | +$1.92M | 0.01% | 441 |
|
|
2021
Q2 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2021
Q1 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2020
Q4 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2020
Q3 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2020
Q2 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2020
Q1 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2019
Q4 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2019
Q3 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2019
Q2 | $2.29M | Hold |
38,008
| – | – | 0.02% | 391 |
|
|
2019
Q1 | $2.29M | Buy |
38,008
+37,986
| +172,664% | +$2.29M | 0.02% | 391 |
|
|
2018
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2008 |
|
|
2018
Q3 | $1K | Sell |
22
-15
| -41% | -$682 | ﹤0.01% | 1767 |
|
|
2018
Q2 | $2K | Buy |
37
+30
| +429% | +$1.62K | ﹤0.01% | 1435 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1551 |
|
|
2017
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1596 |
|
|
2017
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1572 |
|
|
2017
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1327 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1331 |
|