KWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kolinsky Wealth Management's V Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Visa (V) stake by 15% in Q4 2024, buying an estimated $158K and bringing the position to 4,136 shares worth $1.31M. The position accounts for 0.8% of the portfolio, ranked #17.

Kolinsky Wealth Management first reported a position in V in Q4 2021 and has held it in 13 quarters since. 4,287 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Kolinsky Wealth Management held 4,136 shares of Visa worth $1.31M as of Q4 2024.
  • Kolinsky Wealth Management bought 527 Visa shares in Q4 2024, an estimated $158K.
  • Visa made up 0.8% of Kolinsky Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Kolinsky Wealth Management first reported a position in Visa in Q4 2021 and has held it in 13 quarters since.
  • 4,287 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.