First Horizon 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 | $14.3K | Hold |
320
| – | – | ﹤0.01% | 1540 |
|
|
2025
Q1 | $14.3K | Sell |
320
-82
| -20% | -$3.65K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $17.6K | Sell |
402
-7
| -2% | -$306 | ﹤0.01% | 1382 |
|
|
2024
Q3 | $19.7K | Buy |
409
+82
| +25% | +$3.96K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $13.3K | Sell |
327
-149
| -31% | -$6.06K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $18.1K | Hold |
476
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q4 | $15.1K | Sell |
476
-24
| -5% | -$762 | ﹤0.01% | 1436 |
|
|
2023
Q3 | $18.6K | Sell |
500
-116
| -19% | -$4.31K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $21K | Buy |
616
+4
| +0.7% | +$136 | ﹤0.01% | 1252 |
|
|
2023
Q1 | $23.7K | Buy |
612
+21
| +4% | +$814 | ﹤0.01% | 1202 |
|
|
2022
Q4 | $23.7K | Sell |
591
-104
| -15% | -$4.17K | ﹤0.01% | 1202 |
|
|
2022
Q3 | $26K | Sell |
695
-291
| -30% | -$10.9K | ﹤0.01% | 1134 |
|
|
2022
Q2 | $45K | Buy |
986
+266
| +37% | +$12.1K | ﹤0.01% | 972 |
|
|
2022
Q1 | $38K | Sell |
720
-187
| -21% | -$9.87K | ﹤0.01% | 711 |
|
|
2021
Q4 | $51K | Sell |
907
-30
| -3% | -$1.69K | ﹤0.01% | 914 |
|
|
2021
Q3 | $48K | Hold |
937
| – | – | ﹤0.01% | 924 |
|
|
2021
Q2 | $56K | Sell |
937
-16
| -2% | -$956 | ﹤0.01% | 737 |
|
|
2021
Q1 | $52K | Buy |
953
+560
| +142% | +$30.6K | ﹤0.01% | 732 |
|
|
2020
Q4 | $17K | Buy |
393
+48
| +14% | +$2.08K | ﹤0.01% | 947 |
|
|
2020
Q3 | $11K | Buy |
345
+195
| +130% | +$6.22K | ﹤0.01% | 990 |
|
|
2020
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 1089 |
|
|
2019
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 1162 |
|
|
2018
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 1014 |
|
|
2017
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 1038 |
|
|
2017
Q3 | $8K | Buy |
150
+100
| +200% | +$5.33K | ﹤0.01% | 1073 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1336 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1266 |
|
|
2016
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1256 |
|
|
2013
Q3 | – | Sell |
-77
| Closed | -$3K | – | 1206 |
|
|
2013
Q2 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 790 |
|