Commonwealth Equity Services’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
Q2 | $222K | Sell |
4,970
-464
| -9% | -$20.7K | ﹤0.01% | 3838 |
|
|
2025
Q1 | $242K | Sell |
5,434
-599
| -10% | -$26.7K | ﹤0.01% | 3684 |
|
|
2024
Q4 | $264K | Sell |
6,033
-194
| -3% | -$8.49K | ﹤0.01% | 3538 |
|
|
2024
Q3 | $300K | Sell |
6,227
-1,124
| -15% | -$54.2K | ﹤0.01% | 3353 |
|
|
2024
Q2 | $299K | Sell |
7,351
-1,079
| -13% | -$43.9K | ﹤0.01% | 3295 |
|
|
2024
Q1 | $321K | Buy |
8,430
+392
| +5% | +$14.9K | ﹤0.01% | 3215 |
|
|
2023
Q4 | $255K | Sell |
8,038
-15,006
| -65% | -$476K | ﹤0.01% | 3315 |
|
|
2023
Q3 | $857K | Buy |
23,044
+15,095
| +190% | +$561K | ﹤0.01% | 2190 |
|
|
2023
Q2 | $271K | Sell |
7,949
-329
| -4% | -$11.2K | ﹤0.01% | 3135 |
|
|
2023
Q1 | $320 | Buy |
+8,278
| New | +$320 | ﹤0.01% | 2920 |
|
|
2022
Q3 | – | Sell |
-4,262
| Closed | -$203K | – | 3772 |
|
|
2022
Q2 | $203K | Buy |
+4,262
| New | +$203K | ﹤0.01% | 3189 |
|