Steward Partners Investment Advisory’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 | $8.97K | Hold |
201
| – | – | ﹤0.01% | 3261 |
|
|
2025
Q1 | $8.96K | Hold |
201
| – | – | ﹤0.01% | 3146 |
|
|
2024
Q4 | $8.79K | Sell |
201
-184
| -48% | -$8.04K | ﹤0.01% | 3153 |
|
|
2024
Q3 | $18.6K | Buy |
385
+184
| +92% | +$8.88K | ﹤0.01% | 2694 |
|
|
2024
Q2 | $8.18K | Sell |
201
-921
| -82% | -$37.5K | ﹤0.01% | 2892 |
|
|
2024
Q1 | $42.8K | Buy |
1,122
+721
| +180% | +$27.5K | ﹤0.01% | 2190 |
|
|
2023
Q4 | $12.7K | Hold |
401
| – | – | ﹤0.01% | 2609 |
|
|
2023
Q3 | $14.9K | Hold |
401
| – | – | ﹤0.01% | 2440 |
|
|
2023
Q2 | $13.6K | Hold |
401
| – | – | ﹤0.01% | 2465 |
|
|
2023
Q1 | $15.5K | Hold |
401
| – | – | ﹤0.01% | 2362 |
|
|
2022
Q4 | $16.1K | Hold |
401
| – | – | ﹤0.01% | 2345 |
|
|
2022
Q3 | $15K | Hold |
401
| – | – | ﹤0.01% | 2365 |
|
|
2022
Q2 | $19K | Hold |
401
| – | – | ﹤0.01% | 2259 |
|
|
2022
Q1 | $21K | Hold |
401
| – | – | ﹤0.01% | 2351 |
|
|
2021
Q4 | $23K | Buy |
401
+200
| +100% | +$11.5K | ﹤0.01% | 2268 |
|
|
2021
Q3 | $10K | Hold |
201
| – | – | ﹤0.01% | 2612 |
|
|
2021
Q2 | $12K | Hold |
201
| – | – | ﹤0.01% | 5737 |
|
|
2021
Q1 | $10.9K | Hold |
201
| – | – | ﹤0.01% | 2742 |
|
|
2020
Q4 | $9K | Hold |
201
| – | – | ﹤0.01% | 2362 |
|
|
2020
Q3 | $6K | Hold |
201
| – | – | ﹤0.01% | 2326 |
|
|
2020
Q2 | $8K | Hold |
201
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q1 | $7K | Hold |
201
| – | – | ﹤0.01% | 1998 |
|
|
2019
Q4 | $9K | Buy |
+201
| New | +$9K | ﹤0.01% | 2070 |
|
|
2018
Q4 | – | Sell |
-38
| Closed | -$2K | – | 2168 |
|
|
2018
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 2417 |
|