O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $103K | Buy |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $89K | Buy |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $102K | Sell |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $680K | Buy |
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|
2018
Q2 | $696K | Buy |
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|
2018
Q1 | $456K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $290K | Hold |
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|
2014
Q3 | $276K | Hold |
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|
2014
Q2 | $298K | Buy |
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|
2014
Q1 | $234K | Buy |
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