Farmers & Merchants Investments Inc’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 | $893 | Hold |
20
| – | – | ﹤0.01% | 1478 |
|
|
2025
Q1 | $891 | Hold |
20
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q4 | $874 | Hold |
20
| – | – | ﹤0.01% | 1523 |
|
|
2024
Q3 | $965 | Hold |
20
| – | – | ﹤0.01% | 1498 |
|
|
2024
Q2 | $814 | Hold |
20
| – | – | ﹤0.01% | 1525 |
|
|
2024
Q1 | $763 | Hold |
20
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q4 | $635 | Hold |
20
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q3 | $743 | Hold |
20
| – | – | ﹤0.01% | 1482 |
|
|
2023
Q2 | $681 | Hold |
20
| – | – | ﹤0.01% | 1512 |
|
|
2023
Q1 | $775 | Hold |
20
| – | – | ﹤0.01% | 1470 |
|
|
2022
Q4 | $801 | Hold |
20
| – | – | ﹤0.01% | 1472 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1494 |
|
|
2016
Q1 | – | Sell |
-307
| Closed | -$14K | – | 769 |
|
|
2015
Q4 | $14K | Buy |
307
+180
| +142% | +$8.21K | ﹤0.01% | 425 |
|
|
2015
Q3 | $6K | Hold |
127
| – | – | ﹤0.01% | 575 |
|
|
2015
Q2 | $7K | Hold |
127
| – | – | ﹤0.01% | 574 |
|
|
2015
Q1 | $8K | Buy |
+127
| New | +$8K | ﹤0.01% | 566 |
|
|
2014
Q4 | – | Sell |
-117
| Closed | -$7K | – | 700 |
|
|
2014
Q3 | $7K | Hold |
117
| – | – | ﹤0.01% | 583 |
|
|
2014
Q2 | $7K | Sell |
117
-40
| -25% | -$2.39K | ﹤0.01% | 560 |
|
|
2014
Q1 | $9K | Hold |
157
| – | – | ﹤0.01% | 517 |
|
|
2013
Q4 | $9K | Hold |
157
| – | – | ﹤0.01% | 525 |
|
|
2013
Q3 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 525 |
|