HM Payson & Co’s John Wiley & Sons Class A WLY Stock Holding History

HM Payson & Co’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$60.1K	Hold
2023 Q1	$68.4K	Hold
2022 Q4	$70.7K	Hold
2022 Q3	$66K	Hold
2022 Q2	$84K	Hold
2022 Q1	$94K	Hold
2021 Q4	$101K	Hold
2021 Q3	$92K	Hold
2021 Q2	$106K	Hold
2021 Q1	$96K	Hold
2020 Q4	$81K	Hold
2020 Q3	$56K	Sell
2020 Q2	$245K	Sell
2020 Q1	$263K	Sell
2019 Q4	$448K	Sell
2019 Q3	$493K	Sell
2019 Q2	$536K	Sell
2019 Q1	$570K	Buy
2018 Q4	–	Sell
2018 Q3	$907K	Sell
2018 Q2	$1.38M	Hold
2018 Q1	$1.41M	Sell
2017 Q4	$1.55M	Sell
2017 Q3	$1.31M	Sell
2017 Q2	$1.29M	Sell
2017 Q1	$1.38M	Sell
2016 Q4	$1.63M	Sell
2016 Q3	$1.58M	Sell
2016 Q2	$1.75M	Sell
2016 Q1	$1.98M	Sell
2015 Q4	$2.69M	Sell
2015 Q3	$3.17M	Sell
2015 Q2	$3.9M	Sell
2015 Q1	$6.58M	Sell
2014 Q4	$10.7M	Buy
2014 Q3	$9.69M	Sell
2014 Q2	$10.7M	Sell
2014 Q1	$10.5M	Sell
2013 Q4	$13.9M	Sell
2013 Q3	$14.2M	Sell
2013 Q2	$13.2M	Buy