OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $17K | Buy |
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