Smartleaf Asset Management’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 | $150K | Sell |
3,323
-107
| -3% | -$4.83K | 0.01% | 684 |
|
|
2025
Q1 | $152K | Sell |
3,430
-34
| -1% | -$1.51K | 0.01% | 662 |
|
|
2024
Q4 | $151K | Buy |
3,464
+603
| +21% | +$26.3K | 0.02% | 647 |
|
|
2024
Q3 | $138K | Buy |
2,861
+546
| +24% | +$26.3K | 0.02% | 608 |
|
|
2024
Q2 | $92.7K | Buy |
2,315
+860
| +59% | +$34.4K | 0.02% | 592 |
|
|
2024
Q1 | $55.2K | Buy |
+1,455
| New | +$55.2K | 0.01% | 659 |
|