Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 8391 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8543 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8543 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8556 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8560 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8492 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8286 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8075 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7779 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7789 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7614 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7508 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7370 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7246 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7008 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6757 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6519 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6321 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6110 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5955 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5877 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5791 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5635 |
|
|
2019
Q2 | – | Sell |
-2,524
| Closed | -$111K | – | 5664 |
|
|
2019
Q1 | $111K | Buy |
2,524
+129
| +5% | +$5.67K | 0.01% | 653 |
|
|
2018
Q4 | $113K | Buy |
2,395
+1,083
| +83% | +$51.1K | 0.01% | 605 |
|
|
2018
Q3 | $80K | Buy |
+1,312
| New | +$80K | 0.02% | 477 |
|