Kolinsky Wealth Management’s Philip Morris PM Stock Holding History

Kolinsky Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$835K	Buy	6,938 +6	+0.1%	+$757	0.51%	28
2024 Q3	$842K	Sell	6,932 -421	-6%	-$48.9K	0.55%	33
2024 Q2	$745K	Buy	7,353 +2,522	+52%	+$247K	0.53%	36
2024 Q1	$443K	Buy	4,831 +155	+3%	+$14.3K	0.34%	70
2023 Q4	$440K	Sell	4,676 -315	-6%	-$29K	0.39%	63
2023 Q3	$462K	Sell	4,991 -431	-8%	-$41.5K	0.46%	47
2023 Q2	$530K	Buy	5,422 +308	+6%	+$29.4K	0.5%	39
2023 Q1	$497K	Buy	5,114 +522	+11%	+$52K	0.53%	39
2022 Q4	$465K	Buy	4,592 +321	+8%	+$30.3K	0.53%	38
2022 Q3	$355K	Buy	4,271 +109	+3%	+$10.4K	0.44%	48
2022 Q2	$411K	Buy	4,162 +122	+3%	+$12.4K	0.49%	44
2022 Q1	$380K	Buy	4,040 +676	+20%	+$67.6K	0.37%	53
2021 Q4	$320K	Buy	+3,364	New	+$314K	0.3%	90

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return