Lindbrook Capital’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
Q1 | $446 | Sell |
10
-1
| -9% | -$45 | ﹤0.01% | 2642 |
|
|
2024
Q4 | $481 | Hold |
11
| – | – | ﹤0.01% | 2630 |
|
|
2024
Q3 | $531 | Hold |
11
| – | – | ﹤0.01% | 2650 |
|
|
2024
Q2 | $448 | Buy |
+11
| New | +$448 | ﹤0.01% | 2648 |
|
|
2024
Q1 | – | Sell |
-1,600
| Closed | -$50.8K | – | 2767 |
|
|
2023
Q4 | $50.8K | Sell |
1,600
-13
| -0.8% | -$413 | 0.01% | 751 |
|
|
2023
Q3 | $60K | Buy |
1,613
+13
| +0.8% | +$483 | 0.01% | 620 |
|
|
2023
Q2 | $54.4K | Sell |
1,600
-7
| -0.4% | -$238 | 0.01% | 690 |
|
|
2023
Q1 | $62.3K | Sell |
1,607
-80
| -5% | -$3.1K | 0.01% | 611 |
|
|
2022
Q4 | $67.6K | Buy |
1,687
+87
| +5% | +$3.49K | 0.01% | 589 |
|
|
2022
Q3 | $60K | Sell |
1,600
-10
| -0.6% | -$375 | 0.01% | 587 |
|
|
2022
Q2 | $77K | Buy |
+1,610
| New | +$77K | 0.01% | 516 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$3K | – | 1853 |
|
|
2020
Q2 | $3K | Sell |
65
-12
| -16% | -$554 | ﹤0.01% | 1313 |
|
|
2020
Q1 | $3K | Buy |
77
+29
| +60% | +$1.13K | ﹤0.01% | 1232 |
|
|
2019
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q2 | $2K | Sell |
48
-49
| -51% | -$2.04K | ﹤0.01% | 1273 |
|
|
2019
Q1 | $4K | Sell |
97
-68
| -41% | -$2.8K | ﹤0.01% | 1136 |
|
|
2018
Q4 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 929 |
|