Kendall Capital Management’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 | $4.18M | Buy |
93,697
+9,080
| +11% | +$405K | 1.11% | 23 |
|
|
2025
Q1 | $3.77M | Buy |
84,617
+7,220
| +9% | +$322K | 1.11% | 22 |
|
|
2024
Q4 | $3.38M | Buy |
77,397
+10,810
| +16% | +$473K | 0.99% | 28 |
|
|
2024
Q3 | $3.21M | Buy |
66,587
+6,270
| +10% | +$303K | 0.99% | 25 |
|
|
2024
Q2 | $2.45M | Buy |
60,317
+18,237
| +43% | +$742K | 0.82% | 30 |
|
|
2024
Q1 | $1.6M | Buy |
42,080
+7,105
| +20% | +$271K | 0.55% | 58 |
|
|
2023
Q4 | $1.11M | Buy |
34,975
+9,020
| +35% | +$286K | 0.43% | 75 |
|
|
2023
Q3 | $965K | Buy |
25,955
+12,150
| +88% | +$452K | 0.43% | 72 |
|
|
2023
Q2 | $470K | Buy |
13,805
+5,190
| +60% | +$177K | 0.21% | 125 |
|
|
2023
Q1 | $334K | Buy |
8,615
+1,900
| +28% | +$73.7K | 0.16% | 141 |
|
|
2022
Q4 | $269K | Buy |
+6,715
| New | +$269K | 0.14% | 150 |
|