Whittier Trust’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 | $33.5K | Buy |
+750
| New | +$33.5K | ﹤0.01% | 1023 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$222 | – | 1690 |
|
|
2023
Q3 | $222 | Buy |
+6
| New | +$222 | ﹤0.01% | 1627 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1336 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1156 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1053 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1060 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1046 |
|
|
2015
Q4 | $5K | Sell |
100
-500
| -83% | -$25K | ﹤0.01% | 1044 |
|
|
2015
Q3 | $30K | Hold |
600
| – | – | ﹤0.01% | 799 |
|
|
2015
Q2 | $33K | Hold |
600
| – | – | ﹤0.01% | 816 |
|
|
2015
Q1 | $37K | Buy |
+600
| New | +$37K | ﹤0.01% | 774 |
|