Northwestern Mutual Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.9K | Sell |
654
-68
| -9% | -$2.2K | ﹤0.01% | 2723 |
|
|
2025
Q4 | $22.1K | Buy |
722
+68
| +10% | +$2.4K | ﹤0.01% | 2706 |
|
|
2025
Q3 | $26.5K | Hold |
654
| – | – | ﹤0.01% | 2566 |
|
|
2025
Q2 | $29.2K | Hold |
654
| – | – | ﹤0.01% | 2438 |
|
|
2025
Q1 | $29.1K | Buy |
+654
| New | +$27.6K | ﹤0.01% | 2366 |
|
|
2024
Q2 | – | Sell |
-39
| Closed | -$1.49K | – | 3845 |
|
|
2024
Q1 | $1.49K | Buy |
+39
| New | +$1.33K | ﹤0.01% | 3110 |
|
|
2023
Q3 | – | Sell |
-770
| Closed | -$26.2K | – | 3555 |
|
|
2023
Q2 | $26.2K | Sell |
770
-38
| -5% | -$1.38K | ﹤0.01% | 2218 |
|
|
2023
Q1 | $31.3K | Buy |
808
+520
| +181% | +$22.2K | ﹤0.01% | 2112 |
|
|
2022
Q4 | $11.5K | Sell |
288
-264
| -48% | -$11.1K | ﹤0.01% | 2443 |
|
|
2022
Q3 | $21K | Sell |
552
-42
| -7% | -$2K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $28K | Buy |
594
+19
| +3% | +$971 | ﹤0.01% | 2113 |
|
|
2022
Q1 | $30K | Buy |
575
+108
| +23% | +$5.67K | ﹤0.01% | 2145 |
|
|
2021
Q4 | $26K | Buy |
467
+166
| +55% | +$8.97K | ﹤0.01% | 2226 |
|
|
2021
Q3 | $16K | Hold |
301
| – | – | ﹤0.01% | 2318 |
|
|
2021
Q2 | $18K | Buy |
301
+23
| +8% | +$1.37K | ﹤0.01% | 2233 |
|
|
2021
Q1 | $15K | Buy |
278
+38
| +16% | +$1.93K | ﹤0.01% | 2170 |
|
|
2020
Q4 | $11K | Hold |
240
| – | – | ﹤0.01% | 2169 |
|
|
2020
Q3 | $8K | Hold |
240
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 1928 |
|
|
2019
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 1896 |
|
|
2019
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q2 | $11K | Hold |
240
| – | – | ﹤0.01% | 1936 |
|
|
2019
Q1 | $11K | Sell |
240
-260
| -52% | -$12.8K | ﹤0.01% | 1931 |
|
|
2018
Q4 | $23K | Buy |
500
+43
| +9% | +$2.31K | ﹤0.01% | 1548 |
|
|
2018
Q3 | $28K | Buy |
457
+110
| +32% | +$6.84K | ﹤0.01% | 1533 |
|
|
2018
Q2 | $22K | Buy |
347
+1
| +0.3% | +$66 | ﹤0.01% | 1571 |
|
|
2018
Q1 | $22K | Hold |
346
| – | – | ﹤0.01% | 1502 |
|
|
2017
Q4 | $23K | Buy |
346
+2
| +0.6% | +$116 | ﹤0.01% | 1465 |
|
|
2017
Q3 | $19K | Buy |
344
+2
| +0.6% | +$107 | ﹤0.01% | 1485 |
|
|
2017
Q2 | $19K | Buy |
342
+2
| +0.6% | +$105 | ﹤0.01% | 1416 |
|
|
2017
Q1 | $19K | Buy |
340
+2
| +0.6% | +$109 | ﹤0.01% | 1361 |
|
|
2016
Q4 | $19K | Buy |
+338
| New | +$18K | ﹤0.01% | 1390 |
|
|
2016
Q3 | – | Sell |
-232
| Closed | -$12K | – | 1534 |
|
|
2016
Q2 | $12K | Buy |
232
+2
| +0.9% | +$101 | ﹤0.01% | 1319 |
|
|
2016
Q1 | $11K | Buy |
230
+1
| +0.4% | +$44 | ﹤0.01% | 1411 |
|
|
2015
Q4 | $10K | Sell |
229
-81
| -26% | -$4.01K | ﹤0.01% | 1175 |
|
|
2015
Q3 | $16K | Buy |
310
+10
| +3% | +$520 | ﹤0.01% | 987 |
|
|
2015
Q2 | $16K | Buy |
300
+1
| +0.3% | +$58 | ﹤0.01% | 911 |
|
|
2015
Q1 | $18K | Buy |
299
+74
| +33% | +$4.54K | ﹤0.01% | 902 |
|
|
2014
Q4 | $13K | Sell |
225
-6
| -3% | -$345 | ﹤0.01% | 1002 |
|
|
2014
Q3 | $13K | Hold |
231
| – | – | ﹤0.01% | 888 |
|
|
2014
Q2 | $14K | Hold |
231
| – | – | ﹤0.01% | 838 |
|
|
2014
Q1 | $13K | Hold |
231
| – | – | ﹤0.01% | 831 |
|
|
2013
Q4 | $13K | Buy |
231
+6
| +3% | +$303 | ﹤0.01% | 877 |
|
|
2013
Q3 | $11K | Buy |
225
+118
| +110% | +$5.28K | ﹤0.01% | 860 |
|
|
2013
Q2 | $4K | Buy |
+107
| New | +$4.16K | ﹤0.01% | 997 |
|
Other funds holding WLY
VPM
VCM
SAM