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