Clearstead Advisors’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	$62.2K	Buy	1,394 +1,050	+305%	+$46.9K	﹤0.01%	1212
2025 Q1	$15.3K	Hold	344	–	–	﹤0.01%	1485
2024 Q4	$15K	Hold	344	–	–	﹤0.01%	1467
2024 Q3	$16.6K	Buy	344 +133	+63%	+$6.42K	﹤0.01%	1475
2024 Q2	$8.59K	Buy	+211	New	+$8.59K	﹤0.01%	1570