Segall Bryant & Hamill’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 | $724K | Buy |
+16,231
| New | +$724K | 0.01% | 524 |
|
|
2020
Q3 | – | Sell |
-6,500
| Closed | -$254K | – | 796 |
|
|
2020
Q2 | $254K | Sell |
6,500
-95,638
| -94% | -$3.74M | ﹤0.01% | 716 |
|
|
2020
Q1 | $3.83M | Sell |
102,138
-3,637
| -3% | -$136K | 0.08% | 234 |
|
|
2019
Q4 | $5.13M | Sell |
105,775
-177,216
| -63% | -$8.6M | 0.08% | 247 |
|
|
2019
Q3 | $12.4M | Sell |
282,991
-14,852
| -5% | -$653K | 0.19% | 137 |
|
|
2019
Q2 | $13.7M | Buy |
297,843
+46,938
| +19% | +$2.15M | 0.21% | 135 |
|
|
2019
Q1 | $11.1M | Buy |
250,905
+75,247
| +43% | +$3.33M | 0.17% | 160 |
|
|
2018
Q4 | $8.25M | Buy |
+175,658
| New | +$8.25M | 0.14% | 191 |
|