Kathleen S. Wright Associates Inc. historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 7 quarters from 2023-12-31 to 2025-09-30, Kathleen S. Wright Associates Inc. opened 6 positions, added to 9, reduced 5 and sold out of 7.
- Q2 2025: Stock NSRGY; Country of operation —; Class ADR; Shares before 4,690.
- Q2 2025: Stock PRNDY; Country of operation —; Class ADR; Shares before 2,500.
- Q1 2025: Stock NSRGY; Country of operation —; Class ADR; Shares before 4,670.
- Q4 2024: Stock NSRGY; Country of operation —; Class ADR; Shares before 4,640.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908433), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-11); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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