Kathleen S. Wright Associates Inc. MOAT Holdings History
Kathleen S. Wright Associates Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 159,960.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $14.08 Mil. This investment constitutes 5.84% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.11% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 11 purchases of MOAT, at an average price of $77.59, for a total of 273,989.00 shares. In addition, there have been 3 sales at an average price of $79.57 for 114,029.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Kathleen S. Wright Associates Inc.'s estimated gain on his MOAT holdings is $3.56 Mil, reflecting a 16.75% gain to date.
Kathleen S. Wright Associates Inc. MOAT ($98.45) Holding Chart
Kathleen S. Wright Associates Inc. MOAT ($98.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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