UBS Group’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 | $7.71M | Sell |
172,716
-79,147
| -31% | -$3.53M | ﹤0.01% | 2669 |
|
|
2025
Q1 | $11.2M | Sell |
251,863
-59,854
| -19% | -$2.67M | ﹤0.01% | 2252 |
|
|
2024
Q4 | $13.6M | Buy |
311,717
+195,671
| +169% | +$8.55M | ﹤0.01% | 2083 |
|
|
2024
Q3 | $5.6M | Buy |
116,046
+39,001
| +51% | +$1.88M | ﹤0.01% | 2179 |
|
|
2024
Q2 | $3.14M | Buy |
77,045
+33,100
| +75% | +$1.35M | ﹤0.01% | 2472 |
|
|
2024
Q1 | $1.68M | Buy |
43,945
+32,656
| +289% | +$1.25M | ﹤0.01% | 3122 |
|
|
2023
Q4 | $358K | Sell |
11,289
-6,192
| -35% | -$197K | ﹤0.01% | 4213 |
|
|
2023
Q3 | $650K | Buy |
17,481
+7,411
| +74% | +$275K | ﹤0.01% | 3427 |
|
|
2023
Q2 | $343K | Sell |
10,070
-21,079
| -68% | -$717K | ﹤0.01% | 4107 |
|
|
2023
Q1 | $1.21M | Buy |
31,149
+11,211
| +56% | +$435K | ﹤0.01% | 3030 |
|
|
2022
Q4 | $799K | Sell |
19,938
-89,669
| -82% | -$3.59M | ﹤0.01% | 3316 |
|
|
2022
Q3 | $4.12M | Buy |
109,607
+55,825
| +104% | +$2.1M | ﹤0.01% | 1849 |
|
|
2022
Q2 | $2.57M | Sell |
53,782
-15,856
| -23% | -$757K | ﹤0.01% | 2218 |
|
|
2022
Q1 | $3.69M | Buy |
69,638
+58,087
| +503% | +$3.08M | ﹤0.01% | 2172 |
|
|
2021
Q4 | $662K | Sell |
11,551
-2,189
| -16% | -$125K | ﹤0.01% | 3768 |
|
|
2021
Q3 | $717K | Sell |
13,740
-9,995
| -42% | -$522K | ﹤0.01% | 3492 |
|
|
2021
Q2 | $1.43M | Sell |
23,735
-390
| -2% | -$23.5K | ﹤0.01% | 2984 |
|
|
2021
Q1 | $1.31M | Sell |
24,125
-742
| -3% | -$40.2K | ﹤0.01% | 3118 |
|
|
2020
Q4 | $1.14M | Buy |
24,867
+1,046
| +4% | +$47.7K | ﹤0.01% | 3058 |
|
|
2020
Q3 | $755K | Sell |
23,821
-4,387
| -16% | -$139K | ﹤0.01% | 3101 |
|
|
2020
Q2 | $1.1M | Sell |
28,208
-7,203
| -20% | -$281K | ﹤0.01% | 2748 |
|
|
2020
Q1 | $1.33M | Buy |
35,411
+4,101
| +13% | +$154K | ﹤0.01% | 2464 |
|
|
2019
Q4 | $1.52M | Sell |
31,310
-37,284
| -54% | -$1.81M | ﹤0.01% | 2994 |
|
|
2019
Q3 | $3.01M | Sell |
68,594
-5,152
| -7% | -$226K | ﹤0.01% | 2276 |
|
|
2019
Q2 | $3.38M | Sell |
73,746
-62,691
| -46% | -$2.88M | ﹤0.01% | 2108 |
|
|
2019
Q1 | $6.03M | Buy |
136,437
+4,819
| +4% | +$213K | ﹤0.01% | 1662 |
|
|
2018
Q4 | $6.18M | Buy |
131,618
+85,825
| +187% | +$4.03M | ﹤0.01% | 1555 |
|
|
2018
Q3 | $2.78M | Sell |
45,793
-3,707
| -7% | -$225K | ﹤0.01% | 2350 |
|
|
2018
Q2 | $3.09M | Sell |
49,500
-5,340
| -10% | -$333K | ﹤0.01% | 2223 |
|
|
2018
Q1 | $3.49M | Sell |
54,840
-15,474
| -22% | -$986K | ﹤0.01% | 2128 |
|
|
2017
Q4 | $4.62M | Buy |
70,314
+25,654
| +57% | +$1.69M | ﹤0.01% | 1900 |
|
|
2017
Q3 | $2.39M | Buy |
44,660
+4,403
| +11% | +$236K | ﹤0.01% | 2357 |
|
|
2017
Q2 | $2.12M | Sell |
40,257
-6,286
| -14% | -$332K | ﹤0.01% | 2357 |
|
|
2017
Q1 | $2.51M | Sell |
46,543
-8,059
| -15% | -$434K | ﹤0.01% | 2172 |
|
|
2016
Q4 | $2.98M | Buy |
54,602
+5,723
| +12% | +$312K | ﹤0.01% | 1973 |
|
|
2016
Q3 | $2.52M | Sell |
48,879
-3,613
| -7% | -$186K | ﹤0.01% | 2050 |
|
|
2016
Q2 | $2.74M | Sell |
52,492
-1,797
| -3% | -$93.8K | ﹤0.01% | 1958 |
|
|
2016
Q1 | $2.65M | Sell |
54,289
-14,264
| -21% | -$697K | ﹤0.01% | 1922 |
|
|
2015
Q4 | $3.09M | Buy |
68,553
+14,130
| +26% | +$636K | ﹤0.01% | 1867 |
|
|
2015
Q3 | $2.72M | Sell |
54,423
-20,753
| -28% | -$1.04M | ﹤0.01% | 1927 |
|
|
2015
Q2 | $4.09M | Buy |
75,176
+14,862
| +25% | +$808K | ﹤0.01% | 1772 |
|
|
2015
Q1 | $3.69M | Sell |
60,314
-51,439
| -46% | -$3.14M | ﹤0.01% | 1845 |
|
|
2014
Q4 | $6.62M | Buy |
+111,753
| New | +$6.62M | ﹤0.01% | 1413 |
|