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

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

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 159,960 shares of MOAT stock, worth $13.7 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares

159,960

Previous 156,180 2.42%

Holding current value

$13.7 Million

Previous $13.4 Million 2.42%

% of portfolio

5.57%

Previous 5.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	N/A	3,780 Added 2.42%	159,960 $13.7 Million
Q4 2024 Jan 24, 2025	BUY	N/A	11,901 Added 8.25%	156,180 $13.4 Million
Q3 2024 Oct 11, 2024	BUY	$85.84 - $85.84 $192,624 - $192,624	2,244 Added 1.58%	144,279 $12.4 Million
Q2 2024 Jul 17, 2024	BUY	$83.97 - $89.72 $763,791 - $816,093	9,096 Added 6.84%	142,035 $12.3 Million
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

760

Shares Held

97.8M

Call Options Held

37K

Put Options Held

9.4K

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About VANECK MORNINGSTAR WIDE MOAT E

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