KWM
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Kolinsky Wealth Management’s Lowe's Companies LOW Stock Holding History

Kolinsky Wealth Management’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,319
Closed -$267K – 138
2022
Q1 		$267K Buy
1,319
+25
+2% +$5.75K 0.26% 101
2021
Q4 		$334K Buy
+1,294
New +$308K 0.31% 85

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State Street
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JP Morgan Chase
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Wells Fargo
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Geode Capital Management
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Bank of America
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PSCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return