Osaic Holdings’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 | $13.3K | Sell |
350
-34
| -9% | -$1.1K | ﹤0.01% | 6123 |
|
|
2025
Q4 | $11.8K | Sell |
384
-79
| -17% | -$2.78K | ﹤0.01% | 6232 |
|
|
2025
Q3 | $18.8K | Sell |
463
-113
| -20% | -$4.56K | ﹤0.01% | 5973 |
|
|
2025
Q2 | $25.7K | Buy |
576
+29
| +5% | +$1.22K | ﹤0.01% | 5525 |
|
|
2025
Q1 | $24.4K | Buy |
547
+166
| +44% | +$7.01K | ﹤0.01% | 5216 |
|
|
2024
Q4 | $16.6K | Buy |
381
+24
| +7% | +$1.18K | ﹤0.01% | 5466 |
|
|
2024
Q3 | $17.2K | Sell |
357
-234
| -40% | -$10.7K | ﹤0.01% | 5470 |
|
|
2024
Q2 | $24.1K | Buy |
591
+119
| +25% | +$4.53K | ﹤0.01% | 5213 |
|
|
2024
Q1 | $18K | Sell |
472
-468
| -50% | -$16K | ﹤0.01% | 5424 |
|
|
2023
Q4 | $29.8K | Sell |
940
-2,045
| -69% | -$64K | ﹤0.01% | 5252 |
|
|
2023
Q3 | $111K | Buy |
2,985
+1,902
| +176% | +$67.5K | ﹤0.01% | 4429 |
|
|
2023
Q2 | $36.8K | Sell |
1,083
-247
| -19% | -$9K | ﹤0.01% | 5137 |
|
|
2023
Q1 | $51.6K | Buy |
1,330
+83
| +7% | +$3.54K | ﹤0.01% | 4928 |
|
|
2022
Q4 | $50.6K | Sell |
1,247
-1
| -0.1% | -$42 | ﹤0.01% | 4930 |
|
|
2022
Q3 | $46K | Sell |
1,248
-106
| -8% | -$5.04K | ﹤0.01% | 4985 |
|
|
2022
Q2 | $63K | Sell |
1,354
-2,864
| -68% | -$146K | ﹤0.01% | 4774 |
|
|
2022
Q1 | $276K | Sell |
4,218
-209
| -5% | -$11K | ﹤0.01% | 3750 |
|
|
2021
Q4 | $252K | Sell |
4,427
-38
| -0.9% | -$2.05K | ﹤0.01% | 3741 |
|
|
2021
Q3 | $233K | Sell |
4,465
-1,916
| -30% | -$110K | ﹤0.01% | 3767 |
|
|
2021
Q2 | $360K | Sell |
6,381
-8,445
| -57% | -$502K | ﹤0.01% | 3345 |
|
|
2021
Q1 | $803K | Sell |
14,826
-2,503
| -14% | -$127K | ﹤0.01% | 2427 |
|
|
2020
Q4 | $792K | Sell |
17,329
-707
| -4% | -$25.6K | ﹤0.01% | 2240 |
|
|
2020
Q3 | $577K | Buy |
18,036
+11,880
| +193% | +$403K | ﹤0.01% | 2307 |
|
|
2020
Q2 | $217K | Buy |
6,156
+500
| +9% | +$19.1K | ﹤0.01% | 3062 |
|
|
2020
Q1 | $206K | Buy |
+5,656
| New | +$237K | ﹤0.01% | 2843 |
|
Other funds holding WLY
VPM
VCM
SAM