EverSource Wealth Advisors’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 | $25.2K | Buy |
564
+473
| +520% | +$21.1K | ﹤0.01% | 2111 |
|
|
2025
Q1 | $4.05K | Buy |
91
+55
| +153% | +$2.45K | ﹤0.01% | 2594 |
|
|
2024
Q4 | $1.57K | Buy |
36
+16
| +80% | +$699 | ﹤0.01% | 2803 |
|
|
2024
Q3 | $965 | Hold |
20
| – | – | ﹤0.01% | 2738 |
|
|
2024
Q2 | $955 | Buy |
+20
| New | +$955 | ﹤0.01% | 2751 |
|