Nisa Investment Advisors’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 | $20.5K | Sell |
459
-12
| -3% | -$536 | ﹤0.01% | 1928 |
|
|
2025
Q1 | $21K | Sell |
471
-2,957
| -86% | -$132K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $151K | Buy |
3,428
+3,300
| +2,578% | +$145K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $6.18K | Buy |
128
+37
| +41% | +$1.79K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $3.7K | Buy |
91
+32
| +54% | +$1.3K | ﹤0.01% | 2301 |
|
|
2024
Q1 | $2.25K | Buy |
59
+34
| +136% | +$1.3K | ﹤0.01% | 2214 |
|
|
2023
Q4 | $794 | Sell |
25
-1,810
| -99% | -$57.5K | ﹤0.01% | 2308 |
|
|
2023
Q3 | $68.2K | Sell |
1,835
-13
| -0.7% | -$483 | ﹤0.01% | 1637 |
|
|
2023
Q2 | $62.9K | Sell |
1,848
-13
| -0.7% | -$442 | ﹤0.01% | 1667 |
|
|
2023
Q1 | $72K | Sell |
1,861
-3,000
| -62% | -$116K | ﹤0.01% | 1607 |
|
|
2022
Q4 | $195K | Hold |
4,861
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q3 | $196K | Sell |
4,861
-1,439
| -23% | -$58K | ﹤0.01% | 1278 |
|
|
2022
Q2 | $301K | Buy |
6,300
+4,150
| +193% | +$198K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $114K | Sell |
2,150
-150
| -7% | -$7.95K | ﹤0.01% | 1579 |
|
|
2021
Q4 | $117K | Sell |
2,300
-920
| -29% | -$46.8K | ﹤0.01% | 1460 |
|
|
2021
Q3 | $168 | Sell |
3,220
-300
| -9% | -$16 | ﹤0.01% | 1477 |
|
|
2021
Q2 | $212 | Sell |
3,520
-480
| -12% | -$29 | ﹤0.01% | 1387 |
|
|
2021
Q1 | $217 | Hold |
4,000
| – | – | ﹤0.01% | 1461 |
|
|
2020
Q4 | $183K | Buy |
+4,000
| New | +$183K | ﹤0.01% | 1508 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$37K | – | 2110 |
|
|
2020
Q1 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q4 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 1530 |
|
|
2019
Q3 | $44K | Buy |
+1,000
| New | +$44K | ﹤0.01% | 1550 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$7K | – | 2047 |
|
|
2019
Q1 | $7K | Sell |
150
-1,350
| -90% | -$63K | ﹤0.01% | 1862 |
|
|
2018
Q4 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q3 | $91K | Hold |
1,500
| – | – | ﹤0.01% | 1405 |
|
|
2018
Q2 | $94K | Hold |
1,500
| – | – | ﹤0.01% | 1373 |
|
|
2018
Q1 | $96K | Hold |
1,500
| – | – | ﹤0.01% | 1356 |
|
|
2017
Q4 | $99K | Hold |
1,500
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q3 | $80K | Sell |
1,500
-700
| -32% | -$37.3K | ﹤0.01% | 1403 |
|
|
2017
Q2 | $116K | Hold |
2,200
| – | – | ﹤0.01% | 1334 |
|
|
2017
Q1 | $118K | Hold |
2,200
| – | – | ﹤0.01% | 1338 |
|
|
2016
Q4 | $120K | Hold |
2,200
| – | – | ﹤0.01% | 1318 |
|
|
2016
Q3 | $114K | Buy |
+2,200
| New | +$114K | ﹤0.01% | 1316 |
|