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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.23K | Buy |
46
+20
| +77% | +$841 | ﹤0.01% | 1571 |
|
|
2026
Q1 | $991 | Sell |
26
-7
| -21% | -$227 | ﹤0.01% | 1674 |
|
|
2025
Q4 | $1.01K | Buy |
33
+1
| +3% | +$35 | ﹤0.01% | 1699 |
|
|
2025
Q3 | $1.3K | Sell |
32
-6
| -16% | -$242 | ﹤0.01% | 1553 |
|
|
2025
Q2 | $1.7K | Buy |
38
+3
| +9% | +$126 | ﹤0.01% | 1432 |
|
|
2025
Q1 | $1.56K | Buy |
35
+2
| +6% | +$85 | ﹤0.01% | 1546 |
|
|
2024
Q4 | $1.44K | Hold |
33
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q3 | $1.59K | Buy |
33
+1
| +3% | +$46 | ﹤0.01% | 1577 |
|
|
2024
Q2 | $1.3K | Hold |
32
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q1 | $1.22K | Buy |
32
+10
| +45% | +$342 | ﹤0.01% | 1608 |
|
|
2023
Q4 | $699 | Buy |
22
+7
| +47% | +$219 | ﹤0.01% | 1734 |
|
|
2023
Q3 | $558 | Sell |
15
-12
| -44% | -$426 | ﹤0.01% | 1728 |
|
|
2023
Q2 | $919 | Buy |
27
+13
| +93% | +$474 | ﹤0.01% | 1636 |
|
|
2023
Q1 | $543 | Sell |
14
-11
| -44% | -$469 | ﹤0.01% | 1711 |
|
|
2022
Q4 | $1K | Sell |
25
-8
| -24% | -$335 | ﹤0.01% | 1602 |
|
|
2022
Q3 | $1K | Buy |
33
+14
| +74% | +$665 | ﹤0.01% | 1677 |
|
|
2022
Q2 | $1K | Sell |
19
-8
| -30% | -$409 | ﹤0.01% | 1680 |
|
|
2022
Q1 | $1K | Buy |
27
+17
| +170% | +$893 | ﹤0.01% | 1759 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$541 | ﹤0.01% | 1618 |
|
|
2016
Q3 | – | Sell |
-69
| Closed | -$4K | – | 518 |
|
|
2016
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 504 |
|
|
2015
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 500 |
|
|
2015
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 430 |
|
|
2015
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 425 |
|
|
2015
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 431 |
|
|
2014
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 448 |
|
|
2014
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 397 |
|
|
2014
Q2 | $4K | Buy |
+69
| New | +$3.92K | ﹤0.01% | 396 |
|
|
2014
Q1 | – | Sell |
-5,039
| Closed | -$278K | – | 131 |
|
|
2013
Q4 | $278K | Sell |
5,039
-4,589
| -48% | -$232K | 0.12% | 96 |
|
|
2013
Q3 | $459K | Buy |
9,628
+1,005
| +12% | +$45K | 0.21% | 68 |
|
|
2013
Q2 | $346K | Buy |
+8,623
| New | +$335K | 0.17% | 79 |
|
Other funds holding WLY
SBCM
RWP
GI
VCM
MPWT
DPW
CMA
LI
AWM