Envestnet Asset Management’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
Q2 | $857K | Sell |
19,205
-867
| -4% | -$38.7K | ﹤0.01% | 3367 |
|
|
2025
Q1 | $894K | Sell |
20,072
-1,398
| -7% | -$62.3K | ﹤0.01% | 3278 |
|
|
2024
Q4 | $938K | Sell |
21,470
-495
| -2% | -$21.6K | ﹤0.01% | 3215 |
|
|
2024
Q3 | $1.06M | Buy |
21,965
+1,758
| +9% | +$84.8K | ﹤0.01% | 3103 |
|
|
2024
Q2 | $822K | Buy |
20,207
+5,495
| +37% | +$224K | ﹤0.01% | 3152 |
|
|
2024
Q1 | $561K | Sell |
14,712
-772
| -5% | -$29.4K | ﹤0.01% | 3361 |
|
|
2023
Q4 | $491K | Sell |
15,484
-1,821
| -11% | -$57.8K | ﹤0.01% | 3334 |
|
|
2023
Q3 | $643K | Buy |
17,305
+2,854
| +20% | +$106K | ﹤0.01% | 3110 |
|
|
2023
Q2 | $492K | Sell |
14,451
-5,869
| -29% | -$200K | ﹤0.01% | 3221 |
|
|
2023
Q1 | $788K | Buy |
20,320
+2,849
| +16% | +$110K | ﹤0.01% | 2838 |
|
|
2022
Q4 | $700K | Sell |
17,471
-88
| -0.5% | -$3.53K | ﹤0.01% | 2891 |
|
|
2022
Q3 | $660K | Buy |
17,559
+1,419
| +9% | +$53.3K | ﹤0.01% | 2852 |
|
|
2022
Q2 | $771K | Buy |
16,140
+1,209
| +8% | +$57.8K | ﹤0.01% | 2793 |
|
|
2022
Q1 | $792K | Buy |
14,931
+2,200
| +17% | +$117K | ﹤0.01% | 2828 |
|
|
2021
Q4 | $729K | Buy |
12,731
+780
| +7% | +$44.7K | ﹤0.01% | 2836 |
|
|
2021
Q3 | $624K | Sell |
11,951
-6,602
| -36% | -$345K | ﹤0.01% | 2838 |
|
|
2021
Q2 | $1.12M | Sell |
18,553
-2,180
| -11% | -$131K | ﹤0.01% | 2438 |
|
|
2021
Q1 | $1.12M | Buy |
20,733
+11,503
| +125% | +$624K | ﹤0.01% | 2314 |
|
|
2020
Q4 | $421K | Sell |
9,230
-5,741
| -38% | -$262K | ﹤0.01% | 2751 |
|
|
2020
Q3 | $475K | Buy |
14,971
+1,301
| +10% | +$41.3K | ﹤0.01% | 2496 |
|
|
2020
Q2 | $533K | Buy |
13,670
+2,331
| +21% | +$90.9K | ﹤0.01% | 2385 |
|
|
2020
Q1 | $425K | Sell |
11,339
-7,397
| -39% | -$277K | ﹤0.01% | 2363 |
|
|
2019
Q4 | $909K | Buy |
18,736
+6,303
| +51% | +$306K | ﹤0.01% | 2087 |
|
|
2019
Q3 | $546K | Sell |
12,433
-1,261
| -9% | -$55.4K | ﹤0.01% | 2323 |
|
|
2019
Q2 | $628K | Sell |
13,694
-2,183
| -14% | -$100K | ﹤0.01% | 2250 |
|
|
2019
Q1 | $702K | Buy |
15,877
+3,049
| +24% | +$135K | ﹤0.01% | 2122 |
|
|
2018
Q4 | $603K | Buy |
+12,828
| New | +$603K | ﹤0.01% | 2038 |
|
|
2018
Q3 | – | Sell |
-1,024
| Closed | -$64K | – | 2632 |
|
|
2018
Q2 | $64K | Buy |
1,024
+132
| +15% | +$8.25K | ﹤0.01% | 2130 |
|
|
2018
Q1 | $57K | Buy |
892
+27
| +3% | +$1.73K | ﹤0.01% | 2115 |
|
|
2017
Q4 | $57K | Buy |
865
+305
| +54% | +$20.1K | ﹤0.01% | 2286 |
|
|
2017
Q3 | $30K | Buy |
560
+117
| +26% | +$6.27K | ﹤0.01% | 2421 |
|
|
2017
Q2 | $24K | Sell |
443
-911
| -67% | -$49.4K | ﹤0.01% | 2566 |
|
|
2017
Q1 | $73K | Buy |
1,354
+176
| +15% | +$9.49K | ﹤0.01% | 2298 |
|
|
2016
Q4 | $64K | Sell |
1,178
-475
| -29% | -$25.8K | ﹤0.01% | 2365 |
|
|
2016
Q3 | $85K | Buy |
1,653
+129
| +8% | +$6.63K | ﹤0.01% | 2397 |
|
|
2016
Q2 | $80K | Buy |
1,524
+289
| +23% | +$15.2K | ﹤0.01% | 2533 |
|
|
2016
Q1 | $60K | Sell |
1,235
-128
| -9% | -$6.22K | ﹤0.01% | 2644 |
|
|
2015
Q4 | $61K | Buy |
1,363
+102
| +8% | +$4.57K | ﹤0.01% | 2588 |
|
|
2015
Q3 | $63K | Buy |
+1,261
| New | +$63K | ﹤0.01% | 2543 |
|
|
2015
Q1 | – | Sell |
-186
| Closed | -$11K | – | 2429 |
|
|
2014
Q4 | $11K | Buy |
186
+40
| +27% | +$2.37K | ﹤0.01% | 1942 |
|
|
2014
Q3 | $8K | Sell |
146
-23
| -14% | -$1.26K | ﹤0.01% | 2201 |
|
|
2014
Q2 | $10K | Hold |
169
| – | – | ﹤0.01% | 2046 |
|
|
2014
Q1 | $10K | Sell |
169
-68
| -29% | -$4.02K | ﹤0.01% | 1891 |
|
|
2013
Q4 | $13K | Sell |
237
-161
| -40% | -$8.83K | ﹤0.01% | 1649 |
|
|
2013
Q3 | $19K | Sell |
398
-8
| -2% | -$382 | ﹤0.01% | 1498 |
|
|
2013
Q2 | $16K | Buy |
+406
| New | +$16K | ﹤0.01% | 1511 |
|