Trajan Wealth’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 | $175K | Sell |
3,911
-909
| -19% | -$40.6K | 0.01% | 142 |
|
|
2025
Q1 | $215K | Buy |
4,820
+182
| +4% | +$8.11K | 0.01% | 142 |
|
|
2024
Q4 | $203K | Sell |
4,638
-281
| -6% | -$12.3K | 0.01% | 175 |
|
|
2024
Q3 | $237K | Sell |
4,919
-651
| -12% | -$31.4K | 0.01% | 163 |
|
|
2024
Q2 | $227K | Sell |
5,570
-436
| -7% | -$17.7K | 0.01% | 144 |
|
|
2024
Q1 | $229K | Buy |
+6,006
| New | +$229K | 0.02% | 163 |
|