Kathleen S. Wright Associates Inc. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Kathleen S. Wright Associates Inc. opened 92 positions, added to 0, reduced 21, sold out of 81 and left 10 unchanged. The largest increase in value was BRKB (+$21,476,047); the largest decrease was BRKB (-$21,250,574).
- CSW: Country of operation United States; Class COM; Shares 2025-06-30 2,000; Shares 2025-09-30 2,000.
- ROST: Country of operation United States; Class COM; Shares 2025-06-30 3,400; Shares 2025-09-30 3,400.
- COKE: Country of operation United States; Class COM; Shares 2025-06-30 11,000; Shares 2025-09-30 11,000.
- MA: Country of operation United States; Class CL A; Shares 2025-06-30 500; Shares 2025-09-30 500.
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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