Kathleen S. Wright Associates Inc. Vaneck Morningstar Wide Moat E Transaction History

Kathleen S. Wright Associates Inc.

  • $215 Million
  • Q1 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 132,939 shares of MOAT stock, worth $11.5 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares
132,939
Previous 123,984 7.22%
Holding current value
$11.5 Million
Previous $10.5 Million 13.58%
% of portfolio
5.56%
Previous 5.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$82.58 - $89.9 $739,503 - $805,054
8,955 Added 7.22%
132,939 $12 Million
Q4 2023

Jan 31, 2024
BUY
$70.71 - $85.3 $665,027 - $802,246
9,405 Added 8.21%
123,984 $10.5 Million
Q3 2023

Oct 20, 2023
BUY
$74.88 - $83.28 $891,446 - $991,448
11,905 Added 11.59%
114,579 $8.69 Million
Q2 2023

Jul 20, 2023
BUY
$72.17 - $80.16 $635,529 - $705,888
8,806 Added 9.38%
102,674 $8.19 Million
Q1 2023

Apr 21, 2023
SELL
$65.24 - $76.13 $38,361 - $44,764
-588 Reduced 0.62%
93,868 $6.93 Million
Q4 2022

Feb 01, 2023
BUY
$60.7 - $69.78 $748,248 - $860,178
12,327 Added 15.01%
94,456 $6.13 Million
Q3 2022

Oct 18, 2022
BUY
N/A
10,166 Added 14.13%
82,129 $4.93 Million
Q2 2022

Jul 15, 2022
BUY
N/A
4,297 Added 6.35%
71,963 $4.59 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-352 Reduced 0.52%
67,666 $5.06 Million
Q4 2021

Feb 02, 2022
BUY
N/A
68,018 New
68,018 $5.18 Million

Others Institutions Holding MOAT

# of Institutions
651
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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