Westfield Capital Management’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 | $7.58M | Sell |
169,768
-16,246
| -9% | -$725K | 0.03% | 194 |
|
2025
Q1 | $8.29M | Sell |
186,014
-8,899
| -5% | -$397K | 0.04% | 189 |
|
2024
Q4 | $8.52M | Sell |
194,913
-6,854
| -3% | -$300K | 0.04% | 192 |
|
2024
Q3 | $9.74M | Buy |
201,767
+3,481
| +2% | +$168K | 0.04% | 197 |
|
2024
Q2 | $8.07M | Buy |
198,286
+13,331
| +7% | +$543K | 0.04% | 201 |
|
2024
Q1 | $7.05M | Buy |
+184,955
| New | +$7.05M | 0.04% | 208 |
|