Morningstar Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,736
| Closed | -$406K | – | 416 |
|
|
2023
Q4 | $406K | Buy |
12,736
+5,872
| +86% | +$187K | ﹤0.01% | 310 |
|
|
2023
Q3 | $256K | Sell |
6,864
-4,336
| -39% | -$162K | ﹤0.01% | 252 |
|
|
2023
Q2 | $381K | Buy |
11,200
+4,502
| +67% | +$153K | ﹤0.01% | 203 |
|
|
2023
Q1 | $255K | Buy |
6,698
+323
| +5% | +$12.3K | ﹤0.01% | 213 |
|
|
2022
Q4 | $265K | Buy |
6,375
+141
| +2% | +$5.86K | ﹤0.01% | 200 |
|
|
2022
Q3 | $257K | Buy |
6,234
+353
| +6% | +$14.6K | ﹤0.01% | 201 |
|
|
2022
Q2 | $283K | Buy |
5,881
+464
| +9% | +$22.3K | ﹤0.01% | 199 |
|
|
2022
Q1 | $291K | Buy |
5,417
+1,195
| +28% | +$64.2K | ﹤0.01% | 214 |
|
|
2021
Q4 | $242K | Buy |
+4,222
| New | +$242K | ﹤0.01% | 225 |
|
|
2014
Q1 | – | Sell |
-4,645
| Closed | -$256K | – | 214 |
|
|
2013
Q4 | $256K | Buy |
4,645
+2
| +0% | +$110 | 0.02% | 186 |
|
|
2013
Q3 | $227K | Sell |
4,643
-887
| -16% | -$43.4K | 0.02% | 186 |
|
|
2013
Q2 | $222K | Buy |
+5,530
| New | +$222K | 0.02% | 188 |
|