HPCM
Hunter Perkins Capital Management’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,495
| Closed | -$410K | – | 112 |
|
|
2024
Q3 | $410K | Sell |
8,495
-4,230
| -33% | -$204K | 0.08% | 96 |
|
|
2024
Q2 | $518K | Buy |
12,725
+3,150
| +33% | +$128K | 0.11% | 91 |
|
|
2024
Q1 | $365K | Buy |
+9,575
| New | +$365K | 0.07% | 97 |
|
|
2023
Q4 | – | Sell |
-13,774
| Closed | -$512K | – | 124 |
|
|
2023
Q3 | $512K | Sell |
13,774
-2,900
| -17% | -$108K | 0.11% | 86 |
|
|
2023
Q2 | $567K | Hold |
16,674
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $646K | Buy |
16,674
+10,599
| +174% | +$411K | 0.15% | 76 |
|
|
2022
Q4 | $245K | Buy |
+6,075
| New | +$245K | 0.06% | 88 |
|