UBS Group’s John Wiley & Sons Class B WLYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
4,335
-2,000
| -32% | -$90.3K | ﹤0.01% | 5493 |
|
|
2025
Q1 | $283K | Hold |
6,335
| – | – | ﹤0.01% | 5078 |
|
|
2024
Q4 | $276K | Buy |
6,335
+435
| +7% | +$19K | ﹤0.01% | 5066 |
|
|
2024
Q3 | $285K | Sell |
5,900
-1,132
| -16% | -$54.7K | ﹤0.01% | 4446 |
|
|
2024
Q2 | $286K | Buy |
7,032
+132
| +2% | +$5.36K | ﹤0.01% | 4314 |
|
|
2024
Q1 | $262K | Sell |
6,900
-1,000
| -13% | -$38K | ﹤0.01% | 4537 |
|
|
2023
Q4 | $254K | Sell |
7,900
-24
| -0.3% | -$772 | ﹤0.01% | 4450 |
|
|
2023
Q3 | $296K | Buy |
7,924
+124
| +2% | +$4.64K | ﹤0.01% | 3980 |
|
|
2023
Q2 | $265K | Hold |
7,800
| – | – | ﹤0.01% | 4267 |
|
|
2023
Q1 | $298K | Sell |
7,800
-75
| -1% | -$2.86K | ﹤0.01% | 4069 |
|
|
2022
Q4 | $311K | Sell |
7,875
-1,592
| -17% | -$62.9K | ﹤0.01% | 4041 |
|
|
2022
Q3 | $355K | Hold |
9,467
| – | – | ﹤0.01% | 3649 |
|
|
2022
Q2 | $454K | Buy |
9,467
+22
| +0.2% | +$1.06K | ﹤0.01% | 3401 |
|
|
2022
Q1 | $502K | Buy |
9,445
+1
| +0% | +$53 | ﹤0.01% | 3750 |
|
|
2021
Q4 | $541K | Sell |
9,444
-1,156
| -11% | -$66.2K | ﹤0.01% | 3923 |
|
|
2021
Q3 | $553K | Hold |
10,600
| – | – | ﹤0.01% | 3666 |
|
|
2021
Q2 | $635K | Sell |
10,600
-193
| -2% | -$11.6K | ﹤0.01% | 3584 |
|
|
2021
Q1 | $574K | Sell |
10,793
-280
| -3% | -$14.9K | ﹤0.01% | 3832 |
|
|
2020
Q4 | $505K | Sell |
11,073
-90
| -0.8% | -$4.11K | ﹤0.01% | 3672 |
|
|
2020
Q3 | $354K | Sell |
11,163
-545
| -5% | -$17.3K | ﹤0.01% | 3638 |
|
|
2020
Q2 | $455K | Sell |
11,708
-998
| -8% | -$38.8K | ﹤0.01% | 3465 |
|
|
2020
Q1 | $478K | Buy |
12,706
+100
| +0.8% | +$3.76K | ﹤0.01% | 3240 |
|
|
2019
Q4 | $611K | Sell |
12,606
-1,400
| -10% | -$67.9K | ﹤0.01% | 3733 |
|
|
2019
Q3 | $614K | Sell |
14,006
-90
| -0.6% | -$3.95K | ﹤0.01% | 3558 |
|
|
2019
Q2 | $647K | Buy |
14,096
+10,375
| +279% | +$476K | ﹤0.01% | 3359 |
|
|
2019
Q1 | $163K | Buy |
3,721
+200
| +6% | +$8.76K | ﹤0.01% | 3985 |
|
|
2018
Q4 | $165K | Buy |
3,521
+120
| +4% | +$5.62K | ﹤0.01% | 4257 |
|
|
2018
Q3 | $209K | Buy |
3,401
+10
| +0.3% | +$615 | ﹤0.01% | 4200 |
|
|
2018
Q2 | $213K | Buy |
3,391
+147
| +5% | +$9.23K | ﹤0.01% | 4051 |
|
|
2018
Q1 | $207K | Buy |
3,244
+54
| +2% | +$3.45K | ﹤0.01% | 3969 |
|
|
2017
Q4 | $210K | Hold |
3,190
| – | – | ﹤0.01% | 3974 |
|
|
2017
Q3 | $169K | Buy |
3,190
+48
| +2% | +$2.54K | ﹤0.01% | 4112 |
|
|
2017
Q2 | $166K | Buy |
3,142
+392
| +14% | +$20.7K | ﹤0.01% | 3994 |
|
|
2017
Q1 | $149K | Sell |
2,750
-7,339
| -73% | -$398K | ﹤0.01% | 3986 |
|
|
2016
Q4 | $551K | Sell |
10,089
-3,002
| -23% | -$164K | ﹤0.01% | 3236 |
|
|
2016
Q3 | $705K | Buy |
13,091
+8,576
| +190% | +$462K | ﹤0.01% | 2934 |
|
|
2016
Q2 | $235K | Sell |
4,515
-105
| -2% | -$5.47K | ﹤0.01% | 3661 |
|
|
2016
Q1 | $225K | Sell |
4,620
-7
| -0.2% | -$341 | ﹤0.01% | 3703 |
|
|
2015
Q4 | $208K | Buy |
4,627
+493
| +12% | +$22.2K | ﹤0.01% | 3742 |
|
|
2015
Q3 | $207K | Sell |
4,134
-6
| -0.1% | -$300 | ﹤0.01% | 3684 |
|
|
2015
Q2 | $224K | Buy |
4,140
+395
| +11% | +$21.4K | ﹤0.01% | 3792 |
|
|
2015
Q1 | $229K | Buy |
3,745
+1
| +0% | +$61 | ﹤0.01% | 3708 |
|
|
2014
Q4 | $222K | Buy |
+3,744
| New | +$222K | ﹤0.01% | 3711 |
|