Morgan Stanley’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 | $59M | Buy |
1,322,013
+102,293
| +8% | +$4.57M | ﹤0.01% | 1773 |
|
|
2025
Q1 | $54.4M | Buy |
1,219,720
+137,605
| +13% | +$6.13M | ﹤0.01% | 1743 |
|
|
2024
Q4 | $47.3M | Buy |
1,082,115
+91,957
| +9% | +$4.02M | ﹤0.01% | 1885 |
|
|
2024
Q3 | $47.8M | Buy |
990,158
+574,798
| +138% | +$27.7M | ﹤0.01% | 1867 |
|
|
2024
Q2 | $16.9M | Buy |
415,360
+51,678
| +14% | +$2.1M | ﹤0.01% | 2846 |
|
|
2024
Q1 | $13.9M | Sell |
363,682
-686,670
| -65% | -$26.2M | ﹤0.01% | 3065 |
|
|
2023
Q4 | $33.3M | Buy |
1,050,352
+550,818
| +110% | +$17.5M | ﹤0.01% | 2868 |
|
|
2023
Q3 | $18.6M | Sell |
499,534
-124,803
| -20% | -$4.64M | ﹤0.01% | 2532 |
|
|
2023
Q2 | $21.2M | Buy |
624,337
+83,539
| +15% | +$2.84M | ﹤0.01% | 2414 |
|
|
2023
Q1 | $21M | Sell |
540,798
-93,672
| -15% | -$3.63M | ﹤0.01% | 2368 |
|
|
2022
Q4 | $25.4M | Buy |
634,470
+81,687
| +15% | +$3.27M | ﹤0.01% | 2104 |
|
|
2022
Q3 | $20.8M | Buy |
552,783
+51,108
| +10% | +$1.92M | ﹤0.01% | 2150 |
|
|
2022
Q2 | $24M | Buy |
501,675
+327,524
| +188% | +$15.6M | ﹤0.01% | 2083 |
|
|
2022
Q1 | $9.24M | Sell |
174,151
-2,790
| -2% | -$148K | ﹤0.01% | 2988 |
|
|
2021
Q4 | $10.1M | Sell |
176,941
-23,655
| -12% | -$1.35M | ﹤0.01% | 2941 |
|
|
2021
Q3 | $10.5M | Sell |
200,596
-4,447
| -2% | -$232K | ﹤0.01% | 2837 |
|
|
2021
Q2 | $12.3M | Buy |
205,043
+173,449
| +549% | +$10.4M | ﹤0.01% | 2748 |
|
|
2021
Q1 | $1.71M | Sell |
31,594
-10,123
| -24% | -$549K | ﹤0.01% | 4374 |
|
|
2020
Q4 | $1.91M | Buy |
41,717
+13,726
| +49% | +$627K | ﹤0.01% | 4197 |
|
|
2020
Q3 | $887K | Buy |
27,991
+2,636
| +10% | +$83.5K | ﹤0.01% | 4297 |
|
|
2020
Q2 | $988K | Sell |
25,355
-34,782
| -58% | -$1.36M | ﹤0.01% | 4181 |
|
|
2020
Q1 | $2.25M | Buy |
60,137
+17,490
| +41% | +$656K | ﹤0.01% | 3258 |
|
|
2019
Q4 | $2.07M | Sell |
42,647
-8,668
| -17% | -$421K | ﹤0.01% | 4015 |
|
|
2019
Q3 | $2.25M | Buy |
51,315
+26,042
| +103% | +$1.14M | ﹤0.01% | 3668 |
|
|
2019
Q2 | $1.16M | Sell |
25,273
-1,461
| -5% | -$67K | ﹤0.01% | 4147 |
|
|
2019
Q1 | $1.18M | Sell |
26,734
-121,407
| -82% | -$5.37M | ﹤0.01% | 3993 |
|
|
2018
Q4 | $6.96M | Buy |
148,141
+10,084
| +7% | +$474K | ﹤0.01% | 2517 |
|
|
2018
Q3 | $8.37M | Sell |
138,057
-109,154
| -44% | -$6.61M | ﹤0.01% | 2599 |
|
|
2018
Q2 | $15.4M | Buy |
247,211
+8,971
| +4% | +$560K | ﹤0.01% | 1897 |
|
|
2018
Q1 | $15.2M | Sell |
238,240
-30,769
| -11% | -$1.96M | ﹤0.01% | 1939 |
|
|
2017
Q4 | $17.7M | Buy |
269,009
+135,847
| +102% | +$8.93M | ﹤0.01% | 1777 |
|
|
2017
Q3 | $7.13M | Sell |
133,162
-142,184
| -52% | -$7.61M | ﹤0.01% | 2602 |
|
|
2017
Q2 | $14.5M | Buy |
275,346
+64,212
| +30% | +$3.39M | ﹤0.01% | 1809 |
|
|
2017
Q1 | $11.4M | Sell |
211,134
-17,868
| -8% | -$961K | ﹤0.01% | 2070 |
|
|
2016
Q4 | $12.5M | Buy |
229,002
+170,944
| +294% | +$9.32M | ﹤0.01% | 2020 |
|
|
2016
Q3 | $3M | Sell |
58,058
-74,199
| -56% | -$3.83M | ﹤0.01% | 3162 |
|
|
2016
Q2 | $6.9M | Sell |
132,257
-6,523
| -5% | -$340K | ﹤0.01% | 2304 |
|
|
2016
Q1 | $6.79M | Sell |
138,780
-189,552
| -58% | -$9.27M | ﹤0.01% | 2219 |
|
|
2015
Q4 | $14.8M | Buy |
328,332
+204,082
| +164% | +$9.19M | 0.01% | 1650 |
|
|
2015
Q3 | $6.22M | Sell |
124,250
-179,071
| -59% | -$8.96M | ﹤0.01% | 2450 |
|
|
2015
Q2 | $16.5M | Buy |
303,321
+152,548
| +101% | +$8.29M | 0.01% | 1671 |
|
|
2015
Q1 | $9.22M | Buy |
150,773
+80,002
| +113% | +$4.89M | ﹤0.01% | 2129 |
|
|
2014
Q4 | $4.19M | Sell |
70,771
-72,190
| -50% | -$4.28M | ﹤0.01% | 2889 |
|
|
2014
Q3 | $8.02M | Sell |
142,961
-17,793
| -11% | -$998K | ﹤0.01% | 2227 |
|
|
2014
Q2 | $9.74M | Buy |
160,754
+106,770
| +198% | +$6.47M | ﹤0.01% | 2059 |
|
|
2014
Q1 | $3.11M | Sell |
53,984
-16,109
| -23% | -$929K | ﹤0.01% | 3038 |
|
|
2013
Q4 | $3.87M | Sell |
70,093
-8,343
| -11% | -$461K | ﹤0.01% | 2805 |
|
|
2013
Q3 | $3.74M | Buy |
78,436
+3,912
| +5% | +$187K | ﹤0.01% | 2706 |
|
|
2013
Q2 | $2.99M | Buy |
+74,524
| New | +$2.99M | ﹤0.01% | 2804 |
|