EWM
Evercore Wealth Management’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 | $226K | Hold |
5,060
| – | – | ﹤0.01% | 376 |
|
|
2025
Q1 | $225K | Hold |
5,060
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $221K | Hold |
5,060
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $244K | Hold |
5,060
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $206K | Buy |
+5,060
| New | +$206K | ﹤0.01% | 392 |
|
|
2022
Q1 | – | Sell |
-3,564
| Closed | -$204K | – | 448 |
|
|
2021
Q4 | $204K | Buy |
+3,564
| New | +$204K | ﹤0.01% | 410 |
|
|
2021
Q3 | – | Sell |
-3,564
| Closed | -$215K | – | 434 |
|
|
2021
Q2 | $215K | Buy |
+3,564
| New | +$215K | ﹤0.01% | 410 |
|
|
2021
Q1 | – | Sell |
-4,412
| Closed | -$202K | – | 444 |
|
|
2020
Q4 | $202K | Buy |
+4,412
| New | +$202K | ﹤0.01% | 414 |
|
|
2020
Q3 | – | Sell |
-5,550
| Closed | -$216K | – | 388 |
|
|
2020
Q2 | $216K | Sell |
5,550
-24
| -0.4% | -$934 | 0.01% | 351 |
|
|
2020
Q1 | $209K | Sell |
5,574
-121
| -2% | -$4.54K | 0.01% | 340 |
|
|
2019
Q4 | $276K | Hold |
5,695
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $250K | Sell |
5,695
-225
| -4% | -$9.88K | 0.01% | 359 |
|
|
2019
Q2 | $271K | Hold |
5,920
| – | – | 0.01% | 354 |
|
|
2019
Q1 | $262K | Hold |
5,920
| – | – | 0.01% | 353 |
|
|
2018
Q4 | $278K | Buy |
5,920
+1,057
| +22% | +$49.6K | 0.01% | 322 |
|
|
2018
Q3 | $295K | Hold |
4,863
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $303K | Sell |
4,863
-1,132
| -19% | -$70.5K | 0.01% | 326 |
|
|
2018
Q1 | $382K | Sell |
5,995
-50
| -0.8% | -$3.19K | 0.01% | 272 |
|
|
2017
Q4 | $398K | Hold |
6,045
| – | – | 0.01% | 279 |
|
|
2017
Q3 | $323K | Hold |
6,045
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $319K | Sell |
6,045
-675
| -10% | -$35.6K | 0.01% | 313 |
|
|
2017
Q1 | $362K | Sell |
6,720
-35
| -0.5% | -$1.89K | 0.01% | 298 |
|
|
2016
Q4 | $368K | Hold |
6,755
| – | – | 0.02% | 279 |
|
|
2016
Q3 | $349K | Sell |
6,755
-2,000
| -23% | -$103K | 0.01% | 293 |
|
|
2016
Q2 | $457K | Sell |
8,755
-2
| -0% | -$104 | 0.02% | 248 |
|
|
2016
Q1 | $428K | Sell |
8,757
-1
| -0% | -$49 | 0.02% | 260 |
|
|
2015
Q4 | $395K | Hold |
8,758
| – | – | 0.02% | 276 |
|
|
2015
Q3 | $439K | Hold |
8,758
| – | – | 0.02% | 269 |
|
|
2015
Q2 | $477K | Hold |
8,758
| – | – | 0.02% | 279 |
|
|
2015
Q1 | $535K | Sell |
8,758
-2,000
| -19% | -$122K | 0.02% | 263 |
|
|
2014
Q4 | $635K | Sell |
10,758
-400
| -4% | -$23.6K | 0.03% | 212 |
|
|
2014
Q3 | $626K | Hold |
11,158
| – | – | 0.03% | 235 |
|
|
2014
Q2 | $675K | Hold |
11,158
| – | – | 0.03% | 232 |
|
|
2014
Q1 | $643K | Hold |
11,158
| – | – | 0.04% | 231 |
|
|
2013
Q4 | $614K | Hold |
11,158
| – | – | 0.03% | 237 |
|
|
2013
Q3 | $531K | Sell |
11,158
-110
| -1% | -$5.24K | 0.03% | 271 |
|
|
2013
Q2 | $450K | Buy |
+11,268
| New | +$450K | 0.03% | 291 |
|