Global Retirement Partners’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 | $30.6K | Buy |
+685
| New | +$30.6K | ﹤0.01% | 2050 |
|
|
2024
Q4 | $33.9K | Sell |
775
-6
| -0.8% | -$262 | ﹤0.01% | 1812 |
|
|
2024
Q3 | $37.7K | Buy |
781
+53
| +7% | +$2.56K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $29.6K | Buy |
728
+251
| +53% | +$10.2K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $18.2K | Buy |
477
+54
| +13% | +$2.06K | ﹤0.01% | 1858 |
|
|
2023
Q4 | $13.9K | Sell |
423
-212
| -33% | -$6.94K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $22.5K | Buy |
635
+83
| +15% | +$2.95K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $18.8K | Sell |
552
-14
| -2% | -$476 | ﹤0.01% | 1687 |
|
|
2023
Q1 | $20.5K | Buy |
566
+137
| +32% | +$4.97K | ﹤0.01% | 1628 |
|
|
2022
Q4 | $17.2K | Sell |
429
-378
| -47% | -$15.1K | ﹤0.01% | 1542 |
|
|
2022
Q3 | $34K | Sell |
807
-203
| -20% | -$8.55K | ﹤0.01% | 1166 |
|
|
2022
Q2 | $48K | Sell |
1,010
-12
| -1% | -$570 | ﹤0.01% | 1010 |
|
|
2022
Q1 | $52K | Buy |
+1,022
| New | +$52K | ﹤0.01% | 985 |
|
|
2021
Q4 | – | Sell |
-135
| Closed | -$7K | – | 1815 |
|
|
2021
Q3 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 1537 |
|
|
2017
Q3 | – | Sell |
-61
| Closed | -$3K | – | 1256 |
|
|
2017
Q2 | $3K | Buy |
61
+1
| +2% | +$49 | ﹤0.01% | 1040 |
|
|
2017
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 997 |
|
|
2016
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 930 |
|