Kolinsky Wealth Management’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.31M	Buy	4,136 +527	+15%	+$158K	0.8%	17
2024 Q3	$992K	Sell	3,609 -227	-6%	-$61.4K	0.65%	21
2024 Q2	$1.01M	Buy	3,836 +66	+2%	+$18.1K	0.72%	22
2024 Q1	$1.05M	Buy	3,770 +5	+0.1%	+$1.38K	0.8%	21
2023 Q4	$980K	Buy	3,765 +61	+2%	+$15K	0.86%	18
2023 Q3	$852K	Buy	3,704 +358	+11%	+$86.1K	0.85%	19
2023 Q2	$784K	Buy	3,346 +45	+1%	+$10.3K	0.74%	21
2023 Q1	$744K	Sell	3,301 -417	-11%	-$92.8K	0.79%	19
2022 Q4	$772K	Buy	3,718 +164	+5%	+$33.1K	0.88%	18
2022 Q3	$631K	Buy	3,554 +135	+4%	+$27.5K	0.79%	18
2022 Q2	$673K	Buy	3,419 +158	+5%	+$32.7K	0.8%	20
2022 Q1	$723K	Sell	3,261 -280	-8%	-$60.6K	0.71%	21
2021 Q4	$767K	Buy	+3,541	New	+$760K	0.71%	19

Other funds holding V

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

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

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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Capital International Investors

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

Capital World Investors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return