Kathleen S. Wright Associates Inc. quarter change: Foreign Stocks, Reduced
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).
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.
No position of this class changed this way between the two filings.
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