Rothschild Investment LLC’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 | $2.46K | Hold |
55
| – | – | ﹤0.01% | 1925 |
|
|
2025
Q1 | $2.45K | Buy |
55
+40
| +267% | +$1.78K | ﹤0.01% | 1772 |
|
|
2024
Q4 | $656 | Sell |
15
-25
| -63% | -$1.09K | ﹤0.01% | 2432 |
|
|
2024
Q3 | $1.93K | Buy |
40
+30
| +300% | +$1.45K | ﹤0.01% | 1744 |
|
|
2024
Q2 | $407 | Buy |
10
+5
| +100% | +$204 | ﹤0.01% | 2146 |
|
|
2024
Q1 | $191 | Buy |
+5
| New | +$191 | ﹤0.01% | 1762 |
|