Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5,032
| Closed | -$204K | – | 3725 |
|
|
2025
Q3 | $204K | Sell |
5,032
-997
| -17% | -$40.3K | ﹤0.01% | 3335 |
|
|
2025
Q2 | $269K | Sell |
6,029
-52
| -0.9% | -$2.19K | ﹤0.01% | 3107 |
|
|
2025
Q1 | $271K | Sell |
6,081
-68
| -1% | -$2.87K | ﹤0.01% | 3037 |
|
|
2024
Q4 | $269K | Sell |
6,149
-16
| -0.3% | -$785 | ﹤0.01% | 3016 |
|
|
2024
Q3 | $297K | Sell |
6,165
-69
| -1% | -$3.17K | ﹤0.01% | 2967 |
|
|
2024
Q2 | $254K | Buy |
+6,234
| New | +$238K | ﹤0.01% | 2997 |
|
|
2023
Q4 | – | Sell |
-5,490
| Closed | -$204K | – | 3423 |
|
|
2023
Q3 | $204K | Sell |
5,490
-2,802
| -34% | -$99.4K | ﹤0.01% | 2979 |
|
|
2023
Q2 | $282K | Sell |
8,292
-9
| -0.1% | -$328 | ﹤0.01% | 2856 |
|
|
2023
Q1 | $322K | Buy |
8,301
+12
| +0.1% | +$511 | ﹤0.01% | 2766 |
|
|
2022
Q4 | $332K | Sell |
8,289
-3,161
| -28% | -$132K | ﹤0.01% | 2690 |
|
|
2022
Q3 | $430K | Sell |
11,450
-1,081
| -9% | -$51.4K | ﹤0.01% | 2517 |
|
|
2022
Q2 | $598K | Buy |
12,531
+46
| +0.4% | +$2.35K | ﹤0.01% | 2364 |
|
|
2022
Q1 | $663K | Buy |
12,485
+1,968
| +19% | +$103K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $602K | Buy |
10,517
+603
| +6% | +$32.6K | ﹤0.01% | 2491 |
|
|
2021
Q3 | $518K | Buy |
9,914
+389
| +4% | +$22.3K | ﹤0.01% | 2550 |
|
|
2021
Q2 | $573K | Sell |
9,525
-343
| -3% | -$20.4K | ﹤0.01% | 2506 |
|
|
2021
Q1 | $535K | Sell |
9,868
-7,707
| -44% | -$392K | ﹤0.01% | 2445 |
|
|
2020
Q4 | $803K | Buy |
17,575
+1,534
| +10% | +$55.6K | ﹤0.01% | 2009 |
|
|
2020
Q3 | $509K | Buy |
16,041
+508
| +3% | +$17.2K | ﹤0.01% | 2079 |
|
|
2020
Q2 | $605K | Buy |
15,533
+590
| +4% | +$22.5K | ﹤0.01% | 1906 |
|
|
2020
Q1 | $557K | Buy |
14,943
+6,715
| +82% | +$282K | ﹤0.01% | 1793 |
|
|
2019
Q4 | $398K | Buy |
8,228
+66
| +0.8% | +$3.07K | ﹤0.01% | 2395 |
|
|
2019
Q3 | $361K | Buy |
8,162
+240
| +3% | +$10.7K | ﹤0.01% | 2339 |
|
|
2019
Q2 | $364K | Sell |
7,922
-5,090
| -39% | -$232K | ﹤0.01% | 2383 |
|
|
2019
Q1 | $580K | Buy |
13,012
+865
| +7% | +$42.4K | ﹤0.01% | 1977 |
|
|
2018
Q4 | $570K | Sell |
12,147
-32
| -0.3% | -$1.72K | ﹤0.01% | 1872 |
|
|
2018
Q3 | $736K | Buy |
12,179
+3,846
| +46% | +$239K | ﹤0.01% | 1878 |
|
|
2018
Q2 | $520K | Sell |
8,333
-7
| -0.1% | -$465 | ﹤0.01% | 2012 |
|
|
2018
Q1 | $532K | Buy |
8,340
+204
| +3% | +$13.2K | ﹤0.01% | 1941 |
|
|
2017
Q4 | $537K | Buy |
8,136
+8
| +0.1% | +$463 | ﹤0.01% | 1871 |
|
|
2017
Q3 | $434K | Sell |
8,128
-1,095
| -12% | -$58.7K | ﹤0.01% | 1968 |
|
|
2017
Q2 | $486K | Buy |
9,223
+847
| +10% | +$44.3K | ﹤0.01% | 1889 |
|
|
2017
Q1 | $449K | Sell |
8,376
-387,765
| -98% | -$21.1M | ﹤0.01% | 1876 |
|
|
2016
Q4 | $21.6M | Buy |
396,141
+71,903
| +22% | +$3.83M | 0.09% | 235 |
|
|
2016
Q3 | $16.7M | Buy |
324,238
+67,512
| +26% | +$3.7M | 0.07% | 275 |
|
|
2016
Q2 | $13.4M | Buy |
256,726
+69,659
| +37% | +$3.52M | 0.06% | 306 |
|
|
2016
Q1 | $9.15M | Sell |
187,067
-63,727
| -25% | -$2.78M | 0.05% | 354 |
|
|
2015
Q4 | $11.3M | Buy |
250,794
+18,264
| +8% | +$905K | 0.06% | 324 |
|
|
2015
Q3 | $11.6M | Buy |
232,530
+16,208
| +7% | +$842K | 0.07% | 315 |
|
|
2015
Q2 | $11.8M | Buy |
216,322
+8,482
| +4% | +$492K | 0.06% | 328 |
|
|
2015
Q1 | $12.7M | Buy |
207,840
+31,720
| +18% | +$1.95M | 0.07% | 332 |
|
|
2014
Q4 | $10.4M | Buy |
176,120
+111,659
| +173% | +$6.42M | 0.06% | 381 |
|
|
2014
Q3 | $3.62M | Buy |
64,461
+568
| +0.9% | +$33.8K | 0.03% | 574 |
|
|
2014
Q2 | $3.87M | Buy |
63,893
+6,794
| +12% | +$386K | 0.03% | 545 |
|
|
2014
Q1 | $3.29M | Buy |
+57,099
| New | +$3.17M | 0.03% | 586 |
|
Other funds holding WLY
CCP
MAP
