UMB Bank’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 | $6.96K | Buy |
156
+87
| +126% | +$3.88K | ﹤0.01% | 1724 |
|
2025
Q1 | $3.08K | Sell |
69
-34
| -33% | -$1.52K | ﹤0.01% | 1889 |
|
2024
Q4 | $4.5K | Hold |
103
| – | – | ﹤0.01% | 1744 |
|
2024
Q3 | $4.97K | Buy |
103
+58
| +129% | +$2.8K | ﹤0.01% | 1733 |
|
2024
Q2 | $1.83K | Buy |
45
+29
| +181% | +$1.18K | ﹤0.01% | 1813 |
|
2024
Q1 | $610 | Buy |
+16
| New | +$610 | ﹤0.01% | 1932 |
|
2022
Q1 | – | Sell |
-19
| Closed | -$1K | – | 2087 |
|
2021
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1956 |
|