AWM
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Avior Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Avior Wealth Management’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$699 – 2343
2024
Q4 		$699 Hold
16
– – ﹤0.01% 2243
2024
Q3 		$772 Hold
16
– – ﹤0.01% 2105
2024
Q2 		$651 Sell
16
-8
-33% -$326 ﹤0.01% 2086
2024
Q1 		$915 Buy
+24
New +$915 ﹤0.01% 2419