D.A. Davidson & Co’s John Wiley & Sons Class A WLY Stock Holding History

D.A. Davidson & Co’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$2.7M	Buy
2024 Q3	$2.13M	Buy
2017 Q2	–	Sell
2017 Q1	$5K	Sell
2016 Q4	$11K	Buy
2013 Q3	–	Sell
2013 Q2	$67K	Buy