Kathleen S. Wright Associates Inc. Purchases and Sells in Q4 2024

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

Top Buys

Incresed Positions

70 operations
Stock Shares change Price Range Shares Held Trade History
2.57K
+ 7.09%
$521.84 - $558.82 $1.34M - $1.44M
38.8K $20.9M
11.9K
+ 8.25%
N/A
156K $13.4M
2.64K
+ 16.51%
$280.04 - $302.45 $739K - $798K
18.6K $5.4M
1.93K
+ 6.46%
$261.5 - $284.63 $504K - $548K
31.8K $8.39M
9.4K
+ 179.15%
$49.79 - $51.14 $468K - $481K
14.6K $734K
30
+ 0.22%
$180.88 - $232.93 $5.43K - $6.99K
13.7K $3.01M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
206
New
$105.76 - $120.76 $21.8K - $24.9K
206 $22K
63
New
$131.65 - $174.84 $8.29K - $11K
63 $8K
78
New
$90.91 - $102.21 $7.09K - $7.97K
78 $7K
100
New
$36.46 - $82.38 $3.65K - $8.24K
100 $7K
200
New
$7.63 - $16.88 $1.53K - $3.38K
200 $3K
2023 ETF SERIES TRUST II
225
New
N/A
225 $0
View all

Top Sells

Reduced Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
-11.7K
- 8.54%
$100.16 - $100.7 $1.17M - $1.18M
125K $12.6M
-1.43K
- 2.68%
$442.29 - $483.08 $633K - $691K
52K $23.6M
-10K
- 6.93%
$33.93 - $38.37 $341K - $386K
135K $4.63M
-4.37K
- 12.11%
$62.71 - $68.47 $274K - $299K
31.7K $1.99M
-275
- 8.77%
$179.4 - $232.01 $49.3K - $63.8K
2.86K $524K
-42
- 0.25%
$114.08 - $125.68 $4.79K - $5.28K
16.8K $1.93M
View all
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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