Lazard Asset Management’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
Q4 | – | Sell |
-8,510
| Closed | -$344K | – | 2066 |
|
|
2025
Q3 | $344K | Buy |
8,510
+614
| +8% | +$24.8K | ﹤0.01% | 1458 |
|
|
2025
Q2 | $352K | Buy |
7,896
+49
| +0.6% | +$2.06K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $349K | Buy |
+7,847
| New | +$332K | ﹤0.01% | 1504 |
|
|
2024
Q1 | – | Sell |
-5,675
| Closed | -$179K | – | 2412 |
|
|
2023
Q4 | $179K | Buy |
5,675
+3,590
| +172% | +$112K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $77K | Buy |
2,085
+200
| +11% | +$7.09K | ﹤0.01% | 1726 |
|
|
2023
Q2 | $64K | Sell |
1,885
-7,509
| -80% | -$274K | ﹤0.01% | 1748 |
|
|
2023
Q1 | $363K | Sell |
9,394
-830
| -8% | -$35.4K | ﹤0.01% | 1170 |
|
|
2022
Q4 | $409K | Sell |
10,224
-7,043
| -41% | -$295K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $648K | Buy |
17,267
+2,763
| +19% | +$131K | ﹤0.01% | 1055 |
|
|
2022
Q2 | $692K | Buy |
14,504
+3,473
| +31% | +$177K | ﹤0.01% | 1059 |
|
|
2022
Q1 | $584K | Sell |
11,031
-83,923
| -88% | -$4.41M | ﹤0.01% | 1080 |
|
|
2021
Q4 | $5.44M | Sell |
94,954
-6,231
| -6% | -$337K | 0.01% | 760 |
|
|
2021
Q3 | $5.28M | Buy |
101,185
+100,151
| +9,686% | +$5.74M | 0.01% | 751 |
|
|
2021
Q2 | $62K | Buy |
+1,034
| New | +$61.5K | ﹤0.01% | 1511 |
|
|
2021
Q1 | – | Sell |
-212
| Closed | -$9K | – | 2050 |
|
|
2020
Q4 | $9K | Sell |
212
-506
| -70% | -$18.3K | ﹤0.01% | 1769 |
|
|
2020
Q3 | $22K | Sell |
718
-321
| -31% | -$10.9K | ﹤0.01% | 1401 |
|
|
2020
Q2 | $40K | Hold |
1,039
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q1 | $38K | Buy |
1,039
+615
| +145% | +$25.8K | ﹤0.01% | 1285 |
|
|
2019
Q4 | $20K | Buy |
+424
| New | +$19.7K | ﹤0.01% | 1236 |
|
|
2018
Q2 | – | Sell |
-2,840
| Closed | -$180K | – | 1127 |
|
|
2018
Q1 | $180K | Buy |
+2,840
| New | +$184K | ﹤0.01% | 854 |
|
Other funds holding WLY
CCP
MAP
