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Adams Express Company shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Adams Express Company

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All positions including Adams Express Company held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $13k 665 20.20
2024-09-30 $14k 665 21.56
2024-06-30 $14k 665 21.49
2024-03-31 $13k 665 19.52

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Adams Express Company

Saba Capital Management
Lazard Asset Management
Morgan Stanley
Cohen & Steers Capital Management
Raymond James Financial
Blue Bell Private Wealth Management
Royal Bank of Canada
1607 Capital Partners
Bensler
Raymond James Financial Services Advisors
Allspring Global Investments Holdings
potrero capital research
Waterfront Wealth
Wealth Enhancement Advisory Services
Jones Road Capital Management

View all funds holding Adams Express Company