KWM
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Kolinsky Wealth Management’s Morgan Stanley MS Stock Holding History

Kolinsky Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$245K Buy
+1,952
New +$245K 0.15% 137
2022
Q2 		– Sell
-2,620
Closed -$229K – 141
2022
Q1 		$229K Buy
2,620
+71
+3% +$6.21K 0.22% 117
2021
Q4 		$250K Buy
+2,549
New +$250K 0.23% 116