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Code Waechter’s John Wiley & Sons Class A WLY Stock Holding History

Code Waechter’s Portfolio WLY Stock Details WLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,076
Closed -$309K – 138
2024
Q4 		$309K Sell
7,076
-551
-7% -$24.1K 0.27% 74
2024
Q3 		$368K Buy
+7,627
New +$368K 0.35% 67