Glenmede Trust’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
Q1 | $465K | Buy |
10,435
+646
| +7% | +$28.8K | ﹤0.01% | 930 |
|
|
2024
Q4 | $428K | Buy |
9,789
+2,300
| +31% | +$101K | ﹤0.01% | 986 |
|
|
2024
Q3 | $361K | Buy |
7,489
+2,139
| +40% | +$103K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $218K | Buy |
+5,350
| New | +$218K | ﹤0.01% | 1165 |
|
|
2020
Q4 | – | Sell |
-251
| Closed | -$7K | – | 2259 |
|
|
2020
Q3 | $7K | Sell |
251
-72
| -22% | -$2.01K | ﹤0.01% | 2014 |
|
|
2020
Q2 | $12K | Buy |
+323
| New | +$12K | ﹤0.01% | 1804 |
|
|
2018
Q4 | – | Sell |
-28,200
| Closed | -$1.71M | – | 3093 |
|
|
2018
Q3 | $1.71M | Buy |
+28,200
| New | +$1.71M | 0.01% | 671 |
|
|
2016
Q3 | – | Sell |
-60
| Closed | -$3K | – | 2686 |
|
|
2016
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 2342 |
|