Corient Private Wealth’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 | $393K | Buy |
+8,802
| New | +$393K | ﹤0.01% | 1922 |
|
|
2024
Q4 | – | Sell |
-9,702
| Closed | -$468K | – | 2508 |
|
|
2024
Q3 | $468K | Buy |
9,702
+1,516
| +19% | +$73.1K | ﹤0.01% | 1751 |
|
|
2024
Q2 | $333K | Hold |
8,186
| – | – | ﹤0.01% | 1841 |
|
|
2024
Q1 | $312K | Buy |
+8,186
| New | +$312K | ﹤0.01% | 1865 |
|
|
2023
Q2 | – | Sell |
-10,576
| Closed | -$410K | – | 2154 |
|
|
2023
Q1 | $410K | Buy |
10,576
+1,908
| +22% | +$74K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $347K | Buy |
+8,668
| New | +$347K | ﹤0.01% | 1276 |
|