KWM
Kolinsky Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31M | Buy |
4,136
+527
| +15% | +$167K | 0.8% | 17 |
|
|
2024
Q3 | $992K | Sell |
3,609
-227
| -6% | -$62.4K | 0.65% | 21 |
|
|
2024
Q2 | $1.01M | Buy |
3,836
+66
| +2% | +$17.3K | 0.72% | 22 |
|
|
2024
Q1 | $1.05M | Buy |
3,770
+5
| +0.1% | +$1.4K | 0.8% | 21 |
|
|
2023
Q4 | $980K | Buy |
3,765
+61
| +2% | +$15.9K | 0.86% | 18 |
|
|
2023
Q3 | $852K | Buy |
3,704
+358
| +11% | +$82.3K | 0.85% | 19 |
|
|
2023
Q2 | $784K | Buy |
3,346
+45
| +1% | +$10.5K | 0.74% | 21 |
|
|
2023
Q1 | $744K | Sell |
3,301
-417
| -11% | -$94K | 0.79% | 19 |
|
|
2022
Q4 | $772K | Buy |
3,718
+164
| +5% | +$34.1K | 0.88% | 18 |
|
|
2022
Q3 | $631K | Buy |
3,554
+135
| +4% | +$24K | 0.79% | 18 |
|
|
2022
Q2 | $673K | Buy |
3,419
+158
| +5% | +$31.1K | 0.8% | 20 |
|
|
2022
Q1 | $723K | Sell |
3,261
-280
| -8% | -$62.1K | 0.71% | 21 |
|
|
2021
Q4 | $767K | Buy |
+3,541
| New | +$767K | 0.71% | 19 |
|