OneDigital 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 | $603K | Sell |
13,512
-13
| -0.1% | -$580 | 0.01% | 833 |
|
|
2025
Q1 | $603K | Buy |
13,525
+934
| +7% | +$41.6K | 0.01% | 789 |
|
|
2024
Q4 | $550K | Buy |
+12,591
| New | +$550K | 0.01% | 852 |
|
|
2023
Q2 | – | Sell |
-7,481
| Closed | -$290K | – | 1054 |
|
|
2023
Q1 | $290K | Buy |
+7,481
| New | +$290K | 0.01% | 792 |
|
|
2019
Q3 | – | Sell |
-325
| Closed | -$15K | – | 1117 |
|
|
2019
Q2 | $15K | Hold |
325
| – | – | ﹤0.01% | 859 |
|
|
2019
Q1 | $14K | Hold |
325
| – | – | ﹤0.01% | 813 |
|
|
2018
Q4 | $15K | Hold |
325
| – | – | ﹤0.01% | 769 |
|
|
2018
Q3 | $20K | Hold |
325
| – | – | ﹤0.01% | 669 |
|
|
2018
Q2 | $20K | Hold |
325
| – | – | ﹤0.01% | 812 |
|
|
2018
Q1 | $21K | Hold |
325
| – | – | ﹤0.01% | 809 |
|
|
2017
Q4 | $21K | Hold |
325
| – | – | ﹤0.01% | 792 |
|
|
2017
Q3 | $17K | Hold |
325
| – | – | 0.01% | 702 |
|
|
2017
Q2 | $17K | Buy |
+325
| New | +$17K | 0.01% | 807 |
|