IFP 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 | – | Hold |
0
| – | -$134 | – | 3241 |
|
|
2025
Q1 | – | Hold |
0
| – | -$131 | – | 3784 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3932 |
|
|
2023
Q4 | – | Sell |
-571
| Closed | -$21.2K | – | 3367 |
|
|
2023
Q3 | $21.2K | Hold |
571
| – | – | ﹤0.01% | 1919 |
|
|
2023
Q2 | $19.4K | Hold |
571
| – | – | ﹤0.01% | 2014 |
|
|
2023
Q1 | $38.8K | Sell |
571
-123
| -18% | -$8.35K | ﹤0.01% | 1703 |
|
|
2022
Q4 | $48K | Sell |
694
-674
| -49% | -$46.6K | ﹤0.01% | 2282 |
|
|
2022
Q3 | $93K | Hold |
1,368
| – | – | ﹤0.01% | 1903 |
|
|
2022
Q2 | $93K | Hold |
1,368
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q1 | $93K | Buy |
1,368
+797
| +140% | +$54.2K | ﹤0.01% | 1731 |
|
|
2021
Q4 | $33K | Hold |
571
| – | – | ﹤0.01% | 1700 |
|
|
2021
Q3 | $30K | Hold |
571
| – | – | ﹤0.01% | 1754 |
|
|
2021
Q2 | $34K | Hold |
571
| – | – | ﹤0.01% | 1693 |
|
|
2021
Q1 | $31K | Sell |
571
-238
| -29% | -$12.9K | ﹤0.01% | 1650 |
|
|
2020
Q4 | $37K | Sell |
809
-16
| -2% | -$732 | ﹤0.01% | 1557 |
|
|
2020
Q3 | $27K | Buy |
825
+116
| +16% | +$3.8K | ﹤0.01% | 1526 |
|
|
2020
Q2 | $28K | Buy |
709
+300
| +73% | +$11.8K | ﹤0.01% | 1453 |
|
|
2020
Q1 | $15K | Buy |
409
+391
| +2,172% | +$14.3K | ﹤0.01% | 1613 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2730 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2939 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 3440 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3843 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3979 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4033 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3818 |
|
|
2017
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4069 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4181 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4192 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4106 |
|
|
2016
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4119 |
|
|
2016
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4038 |
|
|
2016
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4218 |
|