Lido Advisors’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 | $233K | Buy |
+5,215
| New | +$233K | ﹤0.01% | 1309 |
|
|
2023
Q4 | – | Sell |
-13,807
| Closed | -$513K | – | 1247 |
|
|
2023
Q3 | $513K | Buy |
13,807
+1,126
| +9% | +$41.9K | ﹤0.01% | 665 |
|
|
2023
Q2 | $432K | Sell |
12,681
-12,960
| -51% | -$441K | ﹤0.01% | 703 |
|
|
2023
Q1 | $994K | Buy |
25,641
+235
| +0.9% | +$9.11K | 0.01% | 441 |
|
|
2022
Q4 | $1.02M | Buy |
25,406
+7,613
| +43% | +$305K | 0.01% | 373 |
|
|
2022
Q3 | $668K | Buy |
17,793
+2,993
| +20% | +$112K | 0.01% | 425 |
|
|
2022
Q2 | $706K | Buy |
+14,800
| New | +$706K | 0.01% | 384 |
|