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Kathleen S. Wright Associates Inc.

SEC CIK
0001908433
Latest filing
Oct 10, 2025

AAPL holding history

Apple Inc. in every 13F filed by Kathleen S. Wright Associates Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q3 2025 holdings

Shares (Q3 2025)
1,871
Value
$476.4K
% of portfolio
0.2%
Quarters held
15
Since Q4 2021
Holdings of AAPL by Kathleen S. Wright Associates Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,871$476.4K0.2%00.0%UnchangedHolders
Q2 20251,871$383.9K0.1%−129−6.5%ReducedHolders
Q1 20252,000$444.3K0.2%00.0%UnchangedHolders
Q4 20242,000$500.8K0.2%+200+11.1%AddedHolders
Q3 20241,800$419.4K0.2%−41−2.2%ReducedHolders
Q2 20241,841$387.8K0.2%00.0%UnchangedHolders
Q1 20241,841$315.7K0.1%+1,420+337.3%AddedHolders
Q4 2023421$81.1K<0.1%−13,191−96.9%ReducedHolders
Q3 202313,612$2.33M1.3%+13,500+12,053.6%AddedHolders
Q2 2023112$21.7K<0.1%00.0%UnchangedHolders
Q1 2023112$18.5K<0.1%−2,800−96.2%ReducedHolders
Q4 20222,912$378.0K0.3%+2,800+2,500.0%AddedHolders
Q3 2022112$15.0K<0.1%00.0%UnchangedHolders
Q2 2022112$15.0K<0.1%+112NewHolders
Q1 20220$00.0%−40−100.0%Sold outHolders
Q4 202140$7.00K<0.1%–No prior filingHolders