JFS Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7K | Buy |
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|
2025
Q1 | $1.56K | Buy |
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|
2024
Q4 | $1.44K | Hold |
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|
2024
Q3 | $1.59K | Buy |
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|
2024
Q2 | $1.3K | Hold |
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|
2024
Q1 | $1.22K | Buy |
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|
2023
Q4 | $699 | Buy |
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|
2023
Q3 | $558 | Sell |
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|
2023
Q2 | $919 | Buy |
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|
2023
Q1 | $543 | Sell |
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|
2022
Q4 | $1K | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $278K | Sell |
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|
2013
Q3 | $459K | Buy |
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|
2013
Q2 | $346K | Buy |
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