Consolidated Planning Corp’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	$3.4M	Buy	76,096 +9,075	+14%	+$405K	0.43%	79
2025 Q1	$2.99M	Buy	67,021 +56,947	+565%	+$2.54M	0.41%	75
2024 Q4	$440K	Sell	10,074 -4,067	-29%	-$178K	0.06%	137
2024 Q3	$682K	Buy	+14,141	New	+$682K	0.1%	110