Farther Finance Advisors’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 | $21.7K | Buy |
487
+438
| +894% | +$19.5K | ﹤0.01% | 2623 |
|
|
2025
Q1 | $2.21K | Buy |
49
+32
| +188% | +$1.44K | ﹤0.01% | 3350 |
|
|
2024
Q4 | $743 | Hold |
17
| – | – | ﹤0.01% | 3341 |
|
|
2024
Q3 | $820 | Sell |
17
-160
| -90% | -$7.72K | ﹤0.01% | 3297 |
|
|
2024
Q2 | $7.2K | Buy |
177
+162
| +1,080% | +$6.59K | ﹤0.01% | 2215 |
|
|
2024
Q1 | $576 | Sell |
15
-15
| -50% | -$576 | ﹤0.01% | 2973 |
|
|
2023
Q4 | $952 | Buy |
+30
| New | +$952 | ﹤0.01% | 2757 |
|