Parallel Advisors’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34K | Hold |
142
| – | – | ﹤0.01% | 2628 |
|
|
2025
Q1 | $6.33K | Sell |
142
-5
| -3% | -$223 | ﹤0.01% | 2585 |
|
|
2024
Q4 | $6.43K | Sell |
147
-8
| -5% | -$350 | ﹤0.01% | 2528 |
|
|
2024
Q3 | $7.48K | Buy |
155
+13
| +9% | +$627 | ﹤0.01% | 2481 |
|
|
2024
Q2 | $5.78K | Sell |
142
-45
| -24% | -$1.83K | ﹤0.01% | 2478 |
|
|
2024
Q1 | $7.13K | Sell |
187
-36
| -16% | -$1.37K | ﹤0.01% | 2428 |
|
|
2023
Q4 | $7.08K | Sell |
223
-81
| -27% | -$2.57K | ﹤0.01% | 2413 |
|
|
2023
Q3 | $11.3K | Sell |
304
-81
| -21% | -$3.01K | ﹤0.01% | 2136 |
|
|
2023
Q2 | $13.1K | Sell |
385
-625
| -62% | -$21.3K | ﹤0.01% | 2058 |
|
|
2023
Q1 | $39.2K | Sell |
1,010
-1,740
| -63% | -$67.5K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $110K | Buy |
2,750
+1,619
| +143% | +$64.9K | ﹤0.01% | 958 |
|
|
2022
Q3 | $42K | Sell |
1,131
-1,654
| -59% | -$61.4K | ﹤0.01% | 1330 |
|
|
2022
Q2 | $133K | Sell |
2,785
-1,547
| -36% | -$73.9K | 0.01% | 848 |
|
|
2022
Q1 | $230K | Buy |
4,332
+3,510
| +427% | +$186K | 0.01% | 672 |
|
|
2021
Q4 | $47K | Sell |
822
-7
| -0.8% | -$400 | ﹤0.01% | 1350 |
|
|
2021
Q3 | $43K | Buy |
829
+7
| +0.9% | +$363 | ﹤0.01% | 1328 |
|
|
2021
Q2 | $49K | Buy |
822
+25
| +3% | +$1.49K | ﹤0.01% | 1244 |
|
|
2021
Q1 | $43K | Buy |
797
+258
| +48% | +$13.9K | ﹤0.01% | 1239 |
|
|
2020
Q4 | $25K | Buy |
539
+61
| +13% | +$2.83K | ﹤0.01% | 1379 |
|
|
2020
Q3 | $15K | Sell |
478
-2,632
| -85% | -$82.6K | ﹤0.01% | 1552 |
|
|
2020
Q2 | $121K | Buy |
3,110
+1,161
| +60% | +$45.2K | 0.01% | 695 |
|
|
2020
Q1 | $73K | Buy |
1,949
+1,919
| +6,397% | +$71.9K | 0.01% | 798 |
|
|
2019
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2359 |
|
|
2019
Q3 | – | Sell |
-51
| Closed | -$2K | – | 2503 |
|
|
2019
Q2 | $2K | Sell |
51
-55
| -52% | -$2.16K | ﹤0.01% | 2118 |
|
|
2019
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 1804 |
|
|
2018
Q4 | $4K | Buy |
106
+33
| +45% | +$1.25K | ﹤0.01% | 1686 |
|
|
2018
Q3 | $4K | Sell |
73
-274
| -79% | -$15K | ﹤0.01% | 1832 |
|
|
2018
Q2 | $21K | Buy |
+347
| New | +$21K | ﹤0.01% | 1041 |
|