Mackenzie 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 | $588K | Buy |
13,177
+236
| +2% | +$10.5K | ﹤0.01% | 1169 |
|
|
2025
Q1 | $577K | Sell |
12,941
-5,747
| -31% | -$256K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $817K | Buy |
18,688
+9,677
| +107% | +$423K | ﹤0.01% | 995 |
|
|
2024
Q3 | $435K | Sell |
9,011
-2,997
| -25% | -$145K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $489K | Sell |
12,008
-8,204
| -41% | -$334K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $771K | Buy |
20,212
+2,938
| +17% | +$112K | ﹤0.01% | 934 |
|
|
2023
Q4 | $548K | Sell |
17,274
-1,061
| -6% | -$33.7K | ﹤0.01% | 974 |
|
|
2023
Q3 | $649K | Buy |
18,335
+6,305
| +52% | +$223K | ﹤0.01% | 939 |
|
|
2023
Q2 | $411K | Sell |
12,030
-2,050
| -15% | -$70.1K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $546K | Buy |
14,080
+2,625
| +23% | +$102K | ﹤0.01% | 1001 |
|
|
2022
Q4 | $459K | Buy |
+11,455
| New | +$459K | ﹤0.01% | 954 |
|
|
2022
Q3 | – | Sell |
-5,037
| Closed | -$241K | – | 1522 |
|
|
2022
Q2 | $241K | Buy |
5,037
+115
| +2% | +$5.5K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $261K | Buy |
4,922
+1,113
| +29% | +$59K | ﹤0.01% | 1183 |
|
|
2021
Q4 | $218K | Sell |
3,809
-116
| -3% | -$6.64K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $205K | Buy |
+3,925
| New | +$205K | ﹤0.01% | 1321 |
|
|
2019
Q2 | – | Sell |
-23,956
| Closed | -$1.06M | – | 1258 |
|
|
2019
Q1 | $1.06M | Buy |
+23,956
| New | +$1.06M | ﹤0.01% | 910 |
|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$303K | – | 1248 |
|
|
2018
Q3 | $303K | Sell |
5,000
-6,200
| -55% | -$376K | ﹤0.01% | 986 |
|
|
2018
Q2 | $699K | Buy |
+11,200
| New | +$699K | ﹤0.01% | 725 |
|
|
2014
Q1 | – | Sell |
-4,200
| Closed | -$232K | – | 665 |
|
|
2013
Q4 | $232K | Sell |
4,200
-500
| -11% | -$27.6K | ﹤0.01% | 611 |
|
|
2013
Q3 | $224K | Sell |
4,700
-5,700
| -55% | -$272K | ﹤0.01% | 595 |
|
|
2013
Q2 | $417K | Buy |
+10,400
| New | +$417K | ﹤0.01% | 591 |
|