InceptionR’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 | – | Sell |
-11,091
| Closed | -$494K | – | 873 |
|
|
2025
Q1 | $494K | Sell |
11,091
-8,667
| -44% | -$386K | 0.15% | 274 |
|
|
2024
Q4 | $864K | Buy |
19,758
+7,529
| +62% | +$329K | 0.19% | 201 |
|
|
2024
Q3 | $590K | Sell |
12,229
-4,149
| -25% | -$200K | 0.14% | 276 |
|
|
2024
Q2 | $667K | Buy |
16,378
+6,501
| +66% | +$265K | 0.19% | 211 |
|
|
2024
Q1 | $377K | Buy |
+9,877
| New | +$377K | 0.1% | 366 |
|
|
2023
Q4 | – | Sell |
-7,606
| Closed | -$283K | – | 542 |
|
|
2023
Q3 | $283K | Buy |
+7,606
| New | +$283K | 0.16% | 270 |
|