DPW
DiNuzzo 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 | $491 | Sell |
11
-1
| -8% | -$45 | ﹤0.01% | 1074 |
|
|
2025
Q1 | $535 | Buy |
12
+1
| +9% | +$45 | ﹤0.01% | 1025 |
|
|
2024
Q4 | $481 | Buy |
11
+2
| +22% | +$87 | ﹤0.01% | 1094 |
|
|
2024
Q3 | $435 | Sell |
9
-2
| -18% | -$97 | ﹤0.01% | 1143 |
|
|
2024
Q2 | $448 | Sell |
11
-6
| -35% | -$244 | ﹤0.01% | 1070 |
|
|
2024
Q1 | $649 | Buy |
17
+10
| +143% | +$382 | ﹤0.01% | 893 |
|
|
2023
Q4 | $223 | Buy |
+7
| New | +$223 | ﹤0.01% | 1204 |
|