D.A. Davidson & Co’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 |
-61,858
| Closed | -$2.7M | – | 1484 |
|
|
2024
Q4 | $2.7M | Buy |
61,858
+17,630
| +40% | +$771K | 0.02% | 473 |
|
|
2024
Q3 | $2.13M | Buy |
+44,228
| New | +$2.13M | 0.02% | 528 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2445 |
|
|
2017
Q1 | $5K | Sell |
100
-111
| -53% | -$5.55K | ﹤0.01% | 2184 |
|
|
2016
Q4 | $11K | Buy |
+211
| New | +$11K | ﹤0.01% | 2099 |
|
|
2013
Q3 | – | Sell |
-1,678
| Closed | -$67K | – | 1795 |
|
|
2013
Q2 | $67K | Buy |
+1,678
| New | +$67K | ﹤0.01% | 1018 |
|