LPL Financial’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 | $788K | Buy |
17,656
+1,443
| +9% | +$64.4K | ﹤0.01% | 3926 |
|
|
2025
Q1 | $722K | Buy |
16,213
+2,293
| +16% | +$102K | ﹤0.01% | 3777 |
|
|
2024
Q4 | $608K | Sell |
13,920
-235
| -2% | -$10.3K | ﹤0.01% | 3871 |
|
|
2024
Q3 | $683K | Buy |
14,155
+729
| +5% | +$35.2K | ﹤0.01% | 3684 |
|
|
2024
Q2 | $546K | Buy |
13,426
+5,098
| +61% | +$207K | ﹤0.01% | 3745 |
|
|
2024
Q1 | $318K | Buy |
8,328
+1,927
| +30% | +$73.5K | ﹤0.01% | 4090 |
|
|
2023
Q4 | $203K | Buy |
6,401
+461
| +8% | +$14.6K | ﹤0.01% | 4323 |
|
|
2023
Q3 | $221K | Buy |
+5,940
| New | +$221K | ﹤0.01% | 4109 |
|