Evercore Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $262K | Hold |
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|
2018
Q4 | $278K | Buy |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $303K | Sell |
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|
2018
Q1 | $382K | Sell |
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|
2017
Q4 | $398K | Hold |
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|
2017
Q3 | $323K | Hold |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $362K | Sell |
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|
2016
Q4 | $368K | Hold |
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|
2016
Q3 | $349K | Sell |
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|
2016
Q2 | $457K | Sell |
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|
2016
Q1 | $428K | Sell |
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|
2015
Q4 | $395K | Hold |
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|
2015
Q3 | $439K | Hold |
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|
2015
Q2 | $477K | Hold |
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|
2015
Q1 | $535K | Sell |
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|
2014
Q4 | $635K | Sell |
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|
2014
Q3 | $626K | Hold |
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|
2014
Q2 | $675K | Hold |
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|
2014
Q1 | $643K | Hold |
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|
2013
Q4 | $614K | Hold |
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|
2013
Q3 | $531K | Sell |
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|
2013
Q2 | $450K | Buy |
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