KWM
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Kolinsky Wealth Management’s Altria Group MO Stock Holding History

Kolinsky Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,206
Closed -$215K – 191
2024
Q3 		$215K Sell
4,206
-264
-6% -$13.3K 0.14% 155
2024
Q2 		$204K Buy
+4,470
New +$198K 0.15% 148
2023
Q1 		– Sell
-5,976
Closed -$273K – 134
2022
Q4 		$273K Buy
5,976
+219
+4% +$9.92K 0.31% 85
2022
Q3 		$232K Sell
5,757
-25
-0.4% -$1.09K 0.29% 95
2022
Q2 		$242K Sell
5,782
-82
-1% -$4.25K 0.29% 96
2022
Q1 		$306K Buy
5,864
+897
+18% +$45.7K 0.3% 78
2021
Q4 		$235K Buy
+4,967
New +$228K 0.22% 123

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return