Berry Wealth Group’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 Q1	–	Sell	-4,991	Closed	-$218K	–	113
2024 Q4	$218K	Buy	4,991 +255	+5%	+$11.1K	0.16%	91
2024 Q3	$229K	Buy	+4,736	New	+$229K	0.16%	80