Kathleen S. Wright Associates Inc. quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-06-30 to 2025-09-30, Kathleen S. Wright Associates Inc. opened 5 positions, added to 0, reduced 0, sold out of 5 and left 2 unchanged. The largest increase in value was DEO (+$164,646); the largest decrease was DEO (-$84,737).
- DEO: Country of operation —; Class PON ADR NEW; Shares 2025-06-30 0; Shares 2025-09-30 1,725.
- TSM: Country of operation —; Class PONSORED ADS; Shares 2025-06-30 0; Shares 2025-09-30 142.
- NVO: Country of operation —; Class DR; Shares 2025-06-30 0; Shares 2025-09-30 302.
- SHEL: Country of operation —; Class PON ADS; Shares 2025-06-30 0; Shares 2025-09-30 189.
Two Form 13F-HR filings compared (SEC CIK 1908433): 2025-06-30 (filed 2025-07-31) and 2025-09-30 (filed 2025-10-10). 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; share change is the position change.
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