Private Wealth Management Group’s John Wiley & Sons Class A WLY Stock Holding History

Private Wealth Management Group’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.58K	Hold
2025 Q2	$1.74K	Hold
2025 Q1	$1.74K	Hold
2024 Q4	$1.71K	Hold
2024 Q3	$1.88K	Hold
2024 Q2	$1.59K	Hold
2024 Q1	$1.49K	Hold
2023 Q4	$1.24K	Buy