Kathleen S. Wright Associates Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Kathleen S. Wright Associates Inc. opened 178 positions, added to 80, reduced 87 and sold out of 137.
- Q3 2025: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 50,262.
- Q3 2025: Stock BN; Country of operation —; Class CL A LTD VT SH; Shares before 81,834.
- Q3 2025: Stock AXP; Country of operation United States; Class COM; Shares before 20,427.
- Q3 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 13,905.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 50,262 | 6,251 | -44,011 | $24,380,450 | $3,129,876 | -$21,250,574 | 2025-10-10 |
|---|
| Q3 2025 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 81,834 | 23,904 | -57,930 | $5,195,296 | $1,621,583 | -$3,573,713 | 2025-10-10 |
|---|
| Q3 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 20,427 | 11,784 | -8,643 | $6,387,670 | $3,819,429 | -$2,568,241 | 2025-10-10 |
|---|
| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 13,905 | 3,860 | -10,045 | $3,100,181 | $872,167 | -$2,228,014 | 2025-10-10 |
|---|
| Q3 2025 | MKL
MARKEL GROUP INC | United States | COM | 1,464 | 388 | -1,076 | $2,927,021 | $758,016 | -$2,169,005 | 2025-10-10 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 10,449 | 200 | -10,249 | $1,844,645 | $48,965 | -$1,795,680 | 2025-10-10 |
|---|
| Q3 2025 | V
VISA INC | United States | COM CL A | 7,727 | 2,999 | -4,728 | $2,740,293 | $1,055,544 | -$1,684,749 | 2025-10-10 |
|---|
| Q3 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 7,583 | 4,862 | -2,721 | $2,328,052 | $1,410,798 | -$917,254 | 2025-10-10 |
|---|
| Q3 2025 | BAM
BROOKFIELD ASSET MANAG FCLASS A | United States | CL A LMT VTG SHS | 27,783 | 12,365 | -15,418 | $1,633,651 | $720,014 | -$913,637 | 2025-10-10 |
|---|
| Q3 2025 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 2,860 | 1,260 | -1,600 | $644,994 | $232,748 | -$412,246 | 2025-10-10 |
|---|
| Q3 2025 | WFC
WELLS FARGO & CO | United States | COM | 6,075 | 1,600 | -4,475 | $492,729 | $128,176 | -$364,553 | 2025-10-10 |
|---|
| Q3 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 7,500 | 4,700 | -2,800 | $1,224,632 | $892,201 | -$332,431 | 2025-10-10 |
|---|
| Q3 2025 | BKNG
BOOKING HOLDINGS INC | United States | COM | 102 | 60 | -42 | $582,148 | $307,321 | -$274,827 | 2025-10-10 |
|---|
| Q3 2025 | SCHW
CHARLES SCHWAB CORP | United States | COM | 3,000 | 300 | -2,700 | $275,298 | $28,169 | -$247,129 | 2025-10-10 |
|---|
| Q3 2025 | MCO
MOODYS CORP | United States | COM | 900 | 500 | -400 | $457,181 | $244,305 | -$212,876 | 2025-10-10 |
|---|
| Q3 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 5,940 | 5,400 | -540 | $1,139,071 | $1,327,374 | +$188,303 | 2025-10-10 |
|---|
| Q3 2025 | PNC
PNC FINL SERVICES | United States | COM | 3,846 | 2,979 | -867 | $753,591 | $568,542 | -$185,049 | 2025-10-10 |
|---|
| Q3 2025 | CSGP
COSTAR GROUP INC | United States | COM | 5,200 | 4,300 | -900 | $478,368 | $341,377 | -$136,991 | 2025-10-10 |
|---|
| Q3 2025 | NFLX
NETFLIX INC | United States | COM | 103 | 3 | -100 | $137,455 | $3,636 | -$133,819 | 2025-10-10 |
|---|
| Q3 2025 | WTM
WHITE MOUNTAINS INS F | United States | COM | 380 | 340 | -40 | $675,594 | $646,782 | -$28,812 | 2025-10-10 |
|---|
| Q3 2025 | AMAT
APPLIED MATERIALS INC | United States | COM | 554 | 424 | -130 | $103,526 | $92,356 | -$11,170 | 2025-10-10 |
|---|
| Q2 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 51,472 | 50,262 | -1,210 | $27,402,675 | $24,380,450 | -$3,022,225 | 2025-07-31 |
|---|
| Q2 2025 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 81,934 | 81,834 | -100 | $4,335,993 | $5,195,296 | +$859,303 | 2025-07-31 |
|---|
| Q2 2025 | AFRM
AFFIRM HLDGS INC | United States | COM CL A | 4,375 | 4,052 | -323 | $197,706 | $280,155 | +$82,449 | 2025-07-31 |
|---|
| Q2 2025 | CSGP
COSTAR GROUP INC | United States | COM | 5,430 | 5,200 | -230 | $412,751 | $478,368 | +$65,617 | 2025-07-31 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 2,000 | 1,871 | -129 | $444,260 | $383,873 | -$60,387 | 2025-07-31 |
|---|
| Q2 2025 | WFC
WELLS FARGO & CO | United States | COM | 7,075 | 6,075 | -1,000 | $508,626 | $492,729 | -$15,897 | 2025-07-31 |
|---|
| Q2 2025 | EQT
EQT CORP | United States | COM | 355 | 334 | -21 | $18,968 | $19,479 | +$511 | 2025-07-31 |
|---|
| Q1 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 51,996 | 51,472 | -524 | $23,593,889 | $27,402,675 | +$3,808,786 | 2025-05-06 |
|---|
| Q1 2025 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 82,154 | 81,934 | -220 | $4,713,294 | $4,335,993 | -$377,301 | 2025-05-06 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 10,329 | 10,249 | -80 | $1,955,694 | $1,585,548 | -$370,146 | 2025-05-06 |
|---|
| Q1 2025 | V
VISA INC | United States | COM CL A | 7,817 | 7,727 | -90 | $2,469,767 | $2,688,361 | +$218,594 | 2025-05-06 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 9,217 | 7,273 | -1,944 | $1,333,911 | $1,152,339 | -$181,572 | 2025-05-06 |
|---|
| Q1 2025 | DIS
DISNEY WALT CO | United States | COM | 3,175 | 3,075 | -100 | $353,536 | $303,503 | -$50,033 | 2025-05-06 |
|---|
| Q1 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 5,825 | 5,725 | -100 | $288,396 | $337,546 | +$49,150 | 2025-05-06 |
|---|
| Q1 2025 | RITM
RITHM CAPITAL CORP | United States | COM NEW | 6,500 | 2,000 | -4,500 | $70,395 | $22,900 | -$47,495 | 2025-05-06 |
|---|
| Q1 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,394 | 9,320 | -74 | $375,666 | $422,755 | +$47,089 | 2025-05-06 |
|---|
| Q1 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 601 | 500 | -101 | $311,731 | $273,005 | -$38,726 | 2025-05-06 |
|---|
| Q1 2025 | FNB
F N B CORP | United States | COM | 2,054 | 1,993 | -61 | $30,357 | $26,804 | -$3,553 | 2025-05-06 |
|---|
| Q1 2025 | EQT
EQT CORP | United States | COM | 377 | 355 | -22 | $17,383 | $18,968 | +$1,585 | 2025-05-06 |
|---|
| Q4 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 53,427 | 51,996 | -1,431 | $24,544,156 | $23,593,889 | -$950,267 | 2025-01-27 |
|---|
| Q4 2024 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 83,754 | 82,154 | -1,600 | $4,449,374 | $4,713,294 | +$263,920 | 2025-01-27 |
|---|
| Q4 2024 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 3,135 | 2,860 | -275 | $710,591 | $523,456 | -$187,135 | 2025-01-27 |
|---|
| Q4 2024 | AMAT
APPLIED MATERIALS INC | United States | COM | 980 | 552 | -428 | $199,129 | $96,477 | -$102,652 | 2025-01-27 |
|---|
| Q4 2024 | PFE
PFIZER INC | United States | COM | 12,000 | 11,225 | -775 | $353,280 | $295,643 | -$57,637 | 2025-01-27 |
|---|
| Q4 2024 | TSLA
TESLA INC | United States | COM | 258 | 218 | -40 | $67,501 | $88,037 | +$20,536 | 2025-01-27 |
|---|
| Q4 2024 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 631 | 431 | -200 | $31,500 | $16,412 | -$15,088 | 2025-01-27 |
|---|
| Q4 2024 | F
FORD MTR CO | United States | COM | 1,234 | 117 | -1,117 | $13,030 | $1,157 | -$11,873 | 2025-01-27 |
|---|
| Q4 2024 | AFRM
AFFIRM HLDGS INC | United States | COM CL A | 5,210 | 3,328 | -1,882 | $212,672 | $202,675 | -$9,997 | 2025-01-27 |
|---|
| Q4 2024 | BX
BLACKSTONE INC | United States | COM | 1,740 | 1,514 | -226 | $266,446 | $261,044 | -$5,402 | 2025-01-27 |
|---|
| Q4 2024 | ROST
ROSS STORES INC | United States | COM | 3,600 | 3,400 | -200 | $508,536 | $504,696 | -$3,840 | 2025-01-27 |
|---|
| Q4 2024 | PNC
PNC FINL SERVICES | United States | COM | 4,166 | 3,846 | -320 | $760,220 | $763,634 | +$3,414 | 2025-01-27 |
|---|
| Q4 2024 | EQT
EQT CORP | United States | COM | 402 | 377 | -25 | $14,729 | $17,383 | +$2,654 | 2025-01-27 |
|---|
| Q4 2024 | T
AT&T INC | United States | COM | 527 | 450 | -77 | $11,594 | $10,247 | -$1,347 | 2025-01-27 |
|---|
| Q4 2024 | BNT
BROOKFIELD WEALTH SOL LTD | Bermuda | CL A EXCHANGEAB | 52 | 39 | -13 | $2,764 | $2,240 | -$524 | 2025-01-27 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 54,009 | 53,427 | -582 | $22,156,961 | $24,544,156 | +$2,387,195 | 2024-10-11 |
|---|
| Q3 2024 | PPG
PPG INDS INC | United States | COM | 6,163 | 5,372 | -791 | $775,860 | $711,575 | -$64,285 | 2024-10-11 |
|---|
| Q3 2024 | V
VISA INC | United States | COM CL A | 7,995 | 7,817 | -178 | $2,115,938 | $2,153,675 | +$37,737 | 2024-10-11 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 1,841 | 1,800 | -41 | $387,751 | $419,400 | +$31,649 | 2024-10-11 |
|---|
| Q3 2024 | REGN
REGENERON PHARMACEUTICALS | United States | COM | 100 | 90 | -10 | $105,103 | $94,612 | -$10,491 | 2024-10-11 |
|---|
| Q3 2024 | BKNG
BOOKING HOLDINGS INC | United States | COM | 105 | 102 | -3 | $424,252 | $433,993 | +$9,741 | 2024-10-11 |
|---|
| Q3 2024 | EQT
EQT CORP | United States | COM | 423 | 402 | -21 | $15,643 | $14,729 | -$914 | 2024-10-11 |
|---|
| Q3 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 676 | 601 | -75 | $299,254 | $298,806 | -$448 | 2024-10-11 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 90 | 79 | -11 | $45,380 | $45,223 | -$157 | 2024-10-11 |
|---|
| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 55,232 | 54,009 | -1,223 | $23,117,064 | $22,156,961 | -$960,103 | 2024-07-18 |
|---|
| Q2 2024 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 85,794 | 83,653 | -2,141 | $3,526,219 | $3,583,947 | +$57,728 | 2024-07-18 |
|---|
| Q2 2024 | BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 28,339 | 27,783 | -556 | $1,153,957 | $1,097,082 | -$56,875 | 2024-07-18 |
|---|
| Q2 2024 | UBER
UBER TECHNOLOGIES INC | United States | COM | 2,673 | 2,311 | -362 | $205,794 | $167,963 | -$37,831 | 2024-07-18 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 645 | 555 | -90 | $271,658 | $249,401 | -$22,257 | 2024-07-18 |
|---|
| Q2 2024 | EXAS
EXACT SCIENCES CORP | United States | COM | 500 | 300 | -200 | $34,530 | $12,675 | -$21,855 | 2024-07-18 |
|---|
| Q2 2024 | GLD
SPDR GOLD TR | United States | GOLD SHS | 175 | 75 | -100 | $36,001 | $16,126 | -$19,875 | 2024-07-18 |
|---|
| Q2 2024 | WFC
WELLS FARGO CO NEW | United States | COM | 7,094 | 7,075 | -19 | $410,408 | $417,192 | +$6,784 | 2024-07-18 |
|---|
| Q2 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 5,865 | 5,715 | -150 | $246,389 | $251,060 | +$4,671 | 2024-07-18 |
|---|
| Q2 2024 | SYY
SYSCO CORP | United States | COM | 219 | 206 | -13 | $17,778 | $14,706 | -$3,072 | 2024-07-18 |
|---|
| Q2 2024 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 3,285 | 3,135 | -150 | $625,628 | $627,249 | +$1,621 | 2024-07-18 |
|---|
| Q2 2024 | EQT
EQT CORP | United States | COM | 448 | 423 | -25 | $16,589 | $15,643 | -$946 | 2024-07-18 |
|---|
| Q2 2024 | T
AT&T INC | United States | COM | 555 | 527 | -28 | $9,768 | $10,071 | +$303 | 2024-07-18 |
|---|
| Q2 2024 | SCHW
SCHWAB CHARLES CORP | United States | COM | 2,850 | 2,796 | -54 | $206,244 | $206,333 | +$89 | 2024-07-18 |
|---|
| Q1 2024 | AFRM
AFFIRM HLDGS INC | United States | COM CL A | 4,246 | 3,377 | -869 | $208,648 | $125,827 | -$82,821 | 2024-04-17 |
|---|
| Q1 2024 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 4,669 | 4,166 | -503 | $705,650 | $630,880 | -$74,770 | 2024-04-17 |
|---|
| Q1 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 9,300 | 9,200 | -100 | $1,477,875 | $1,407,248 | -$70,627 | 2024-04-17 |
|---|
| Q1 2024 | SCHW
SCHWAB CHARLES CORP | United States | COM | 4,162 | 2,850 | -1,312 | $276,228 | $206,244 | -$69,984 | 2024-04-17 |
|---|
| Q1 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 846 | 676 | -170 | $362,501 | $315,984 | -$46,517 | 2024-04-17 |
|---|
| Q1 2024 | CSGP
COSTAR GROUP INC | United States | COM | 5,230 | 5,200 | -30 | $423,248 | $461,570 | +$38,322 | 2024-04-17 |
|---|
| Q1 2024 | BAM
BROOKFIELD ASSET MANAG FCLASS A | United States | CL A LMT VTG SHS | 30,470 | 28,339 | -2,131 | $1,184,280 | $1,153,957 | -$30,323 | 2024-04-17 |
|---|
| Q1 2024 | EQT
EQT CORP | United States | COM | 469 | 448 | -21 | $18,112 | $16,589 | -$1,523 | 2024-04-17 |
|---|
| Q1 2024 | SYY
SYSCO CORP | United States | COM | 225 | 219 | -6 | $16,454 | $17,778 | +$1,324 | 2024-04-17 |
|---|
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