Principal Financial Group’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 | $7.5M | Buy |
196,935
+1,477
| +0.8% | +$47.9K | ﹤0.01% | 1469 |
|
|
2025
Q4 | $5.99M | Sell |
195,458
-2,806
| -1% | -$98.8K | ﹤0.01% | 1547 |
|
|
2025
Q3 | $8.02M | Sell |
198,264
-4,425
| -2% | -$179K | ﹤0.01% | 1398 |
|
|
2025
Q2 | $9.05M | Sell |
202,689
-20,283
| -9% | -$854K | ﹤0.01% | 1312 |
|
|
2025
Q1 | $9.94M | Buy |
222,972
+5,901
| +3% | +$249K | 0.01% | 1262 |
|
|
2024
Q4 | $9.49M | Buy |
217,071
+7,887
| +4% | +$387K | 0.01% | 1319 |
|
|
2024
Q3 | $10.1M | Buy |
209,184
+1,600
| +0.8% | +$73.5K | 0.01% | 1270 |
|
|
2024
Q2 | $8.45M | Sell |
207,584
-10,684
| -5% | -$407K | 0.01% | 1356 |
|
|
2024
Q1 | $8.32M | Sell |
218,268
-14,065
| -6% | -$481K | ﹤0.01% | 1398 |
|
|
2023
Q4 | $7.37M | Sell |
232,333
-5,436
| -2% | -$170K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $8.84M | Sell |
237,769
-10,288
| -4% | -$365K | 0.01% | 1297 |
|
|
2023
Q2 | $8.44M | Sell |
248,057
-159,448
| -39% | -$5.81M | 0.01% | 1331 |
|
|
2023
Q1 | $15.8M | Sell |
407,505
-85,951
| -17% | -$3.66M | 0.01% | 1001 |
|
|
2022
Q4 | $19.8M | Sell |
493,456
-2,675
| -0.5% | -$112K | 0.01% | 833 |
|
|
2022
Q3 | $18.6M | Sell |
496,131
-22,624
| -4% | -$1.07M | 0.01% | 813 |
|
|
2022
Q2 | $24.8M | Buy |
518,755
+19,724
| +4% | +$1.01M | 0.02% | 687 |
|
|
2022
Q1 | $26.5M | Sell |
499,031
-18,716
| -4% | -$983K | 0.02% | 737 |
|
|
2021
Q4 | $29.3M | Sell |
517,747
-65,254
| -11% | -$3.53M | 0.02% | 697 |
|
|
2021
Q3 | $30.4M | Sell |
583,001
-86,171
| -13% | -$4.94M | 0.02% | 645 |
|
|
2021
Q2 | $40.3M | Buy |
669,172
+14,496
| +2% | +$862K | 0.03% | 538 |
|
|
2021
Q1 | $35.5M | Sell |
654,676
-121,309
| -16% | -$6.17M | 0.03% | 561 |
|
|
2020
Q4 | $35.4M | Sell |
775,985
-375,736
| -33% | -$13.6M | 0.03% | 499 |
|
|
2020
Q3 | $36.5M | Sell |
1,151,721
-56,935
| -5% | -$1.93M | 0.03% | 437 |
|
|
2020
Q2 | $47.1M | Sell |
1,208,656
-74,632
| -6% | -$2.85M | 0.04% | 351 |
|
|
2020
Q1 | $48.1M | Sell |
1,283,288
-120,111
| -9% | -$5.04M | 0.05% | 324 |
|
|
2019
Q4 | $68.1M | Buy |
1,403,399
+480,750
| +52% | +$22.4M | 0.06% | 325 |
|
|
2019
Q3 | $40.5M | Buy |
922,649
+715,975
| +346% | +$31.9M | 0.04% | 447 |
|
|
2019
Q2 | $9.48M | Sell |
206,674
-2,324
| -1% | -$106K | 0.01% | 1252 |
|
|
2019
Q1 | $9.24M | Buy |
208,998
+928
| +0.4% | +$45.5K | 0.01% | 1275 |
|
|
2018
Q4 | $9.77M | Sell |
208,070
-9,183
| -4% | -$494K | 0.01% | 1188 |
|
|
2018
Q3 | $13.2M | Buy |
217,253
+4,650
| +2% | +$289K | 0.01% | 1158 |
|
|
2018
Q2 | $13.3M | Buy |
212,603
+2,743
| +1% | +$182K | 0.01% | 1114 |
|
|
2018
Q1 | $13.4M | Buy |
209,860
+7,019
| +3% | +$455K | 0.01% | 1069 |
|
|
2017
Q4 | $13.3M | Buy |
202,841
+365
| +0.2% | +$21.1K | 0.01% | 1087 |
|
|
2017
Q3 | $10.8M | Buy |
202,476
+451
| +0.2% | +$24.2K | 0.01% | 1190 |
|
|
2017
Q2 | $10.7M | Buy |
202,025
+7,936
| +4% | +$415K | 0.01% | 1191 |
|
|
2017
Q1 | $10.4M | Buy |
194,089
+4,296
| +2% | +$233K | 0.01% | 1160 |
|
|
2016
Q4 | $10.3M | Buy |
189,793
+10,303
| +6% | +$549K | 0.01% | 1146 |
|
|
2016
Q3 | $9.26M | Sell |
179,490
-3,932
| -2% | -$215K | 0.01% | 1169 |
|
|
2016
Q2 | $9.57M | Buy |
183,422
+18,813
| +11% | +$950K | 0.01% | 1077 |
|
|
2016
Q1 | $8.05M | Buy |
164,609
+6,352
| +4% | +$277K | 0.01% | 1133 |
|
|
2015
Q4 | $7.13M | Buy |
158,257
+4,022
| +3% | +$199K | 0.01% | 1173 |
|
|
2015
Q3 | $7.72M | Buy |
154,235
+9,969
| +7% | +$518K | 0.01% | 1093 |
|
|
2015
Q2 | $7.84M | Buy |
144,266
+4,529
| +3% | +$263K | 0.01% | 1169 |
|
|
2015
Q1 | $8.54M | Buy |
139,737
+6,154
| +5% | +$378K | 0.01% | 1086 |
|
|
2014
Q4 | $7.91M | Buy |
133,583
+2,751
| +2% | +$158K | 0.01% | 1123 |
|
|
2014
Q3 | $7.34M | Buy |
130,832
+6,146
| +5% | +$366K | 0.01% | 1111 |
|
|
2014
Q2 | $7.55M | Buy |
124,686
+1,585
| +1% | +$90.1K | 0.01% | 1132 |
|
|
2014
Q1 | $7.1M | Buy |
123,101
+6,700
| +6% | +$372K | 0.01% | 1142 |
|
|
2013
Q4 | $6.43M | Buy |
116,401
+1,646
| +1% | +$83.2K | 0.01% | 1182 |
|
|
2013
Q3 | $5.47M | Buy |
114,755
+3,540
| +3% | +$158K | 0.01% | 1215 |
|
|
2013
Q2 | $4.46M | Buy |
+111,215
| New | +$4.32M | 0.01% | 1261 |
|
Other funds holding WLY
VPM
VCM
SAM