J. Goldman & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-329,058
| Closed | -$13.4M | – | 492 |
|
|
2024
Q2 | $13.4M | Sell |
329,058
-56,829
| -15% | -$2.31M | 0.38% | 74 |
|
|
2024
Q1 | $14.7M | Sell |
385,887
-362,565
| -48% | -$13.8M | 0.47% | 51 |
|
|
2023
Q4 | $23.8M | Buy |
748,452
+142,586
| +24% | +$4.53M | 0.96% | 19 |
|
|
2023
Q3 | $22.5M | Buy |
605,866
+525,970
| +658% | +$19.6M | 0.79% | 24 |
|
|
2023
Q2 | $2.72M | Buy |
+79,896
| New | +$2.72M | 0.1% | 120 |
|