Cerity Partners’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
Q1 | – | Sell |
-8,579
| Closed | -$412K | – | 2637 |
|
|
2024
Q4 | $412K | Sell |
8,579
-7,181
| -46% | -$345K | ﹤0.01% | 1879 |
|
|
2024
Q3 | $760K | Buy |
15,760
+7,222
| +85% | +$348K | ﹤0.01% | 1543 |
|
|
2024
Q2 | $347K | Sell |
8,538
-11,400
| -57% | -$464K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $760K | Buy |
19,938
+11,003
| +123% | +$420K | ﹤0.01% | 1406 |
|
|
2023
Q4 | $284K | Buy |
+8,935
| New | +$284K | ﹤0.01% | 1546 |
|
|
2023
Q3 | – | Sell |
-9,187
| Closed | -$313K | – | 1725 |
|
|
2023
Q2 | $313K | Buy |
9,187
+1,815
| +25% | +$61.8K | ﹤0.01% | 1376 |
|
|
2023
Q1 | $285K | Buy |
7,372
+2,238
| +44% | +$86.4K | ﹤0.01% | 1548 |
|
|
2022
Q4 | $206K | Sell |
5,134
-3,139
| -38% | -$126K | ﹤0.01% | 1332 |
|
|
2022
Q3 | $311K | Sell |
8,273
-79
| -0.9% | -$2.97K | ﹤0.01% | 877 |
|
|
2022
Q2 | $399K | Sell |
8,352
-77
| -0.9% | -$3.68K | ﹤0.01% | 813 |
|
|
2022
Q1 | $447K | Buy |
+8,429
| New | +$447K | 0.01% | 615 |
|