Global Retirement Partners’s John Wiley & Sons Class A WLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.95K	Sell	129 -556	-81%	-$19.6K	﹤0.01%	3511
2025 Q3	$27.7K	Hold	685	–	–	﹤0.01%	2236
2025 Q2	$30.6K	Buy	+685	New	+$28.9K	﹤0.01%	2050
2024 Q4	$33.9K	Sell	775 -6	-0.8%	-$294	﹤0.01%	1812
2024 Q3	$37.7K	Buy	781 +53	+7%	+$2.43K	﹤0.01%	1691
2024 Q2	$29.6K	Buy	728 +251	+53%	+$9.56K	﹤0.01%	1795
2024 Q1	$18.2K	Buy	477 +54	+13%	+$1.85K	﹤0.01%	1858
2023 Q4	$13.9K	Sell	423 -212	-33%	-$6.63K	﹤0.01%	1928
2023 Q3	$22.5K	Buy	635 +83	+15%	+$2.94K	﹤0.01%	1597
2023 Q2	$18.8K	Sell	552 -14	-2%	-$510	﹤0.01%	1688
2023 Q1	$20.5K	Buy	566 +137	+32%	+$5.84K	﹤0.01%	1629
2022 Q4	$17.2K	Sell	429 -378	-47%	-$15.8K	﹤0.01%	1543
2022 Q3	$34K	Sell	807 -203	-20%	-$9.65K	﹤0.01%	1167
2022 Q2	$48K	Sell	1,010 -12	-1%	-$613	﹤0.01%	1010
2022 Q1	$52K	Buy	+1,022	New	+$53.7K	﹤0.01%	985
2021 Q4	–	Sell	-135	Closed	-$7K	–	1816
2021 Q3	$7K	Buy	+135	New	+$7.74K	﹤0.01%	1538
2017 Q3	–	Sell	-61	Closed	-$3K	–	1256
2017 Q2	$3K	Buy	61 +1	+2%	+$52	﹤0.01%	1040
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	998
2016 Q4	$3K	Buy	+60	New	+$3.2K	﹤0.01%	931