Kolinsky Wealth Management, LLC
- SEC CIK
- 0001904326
- Latest filing
- Feb 18, 2025
FDS holding history
Factset Research Systems Inc in every 13F filed by Kolinsky Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FDS overviewAll 13F holders of FDSFull Q4 2024 holdings
- Shares (Q4 2024)
- 739
- Value
- $354.9K
- % of portfolio
- 0.2%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 739 | $354.9K | 0.2% | +23+3.2% | Added | Holders |
| Q3 2024 | 716 | $329.3K | 0.2% | +1+0.1% | Added | Holders |
| Q2 2024 | 715 | $291.9K | 0.2% | −18−2.5% | Reduced | Holders |
| Q1 2024 | 733 | $333.1K | 0.3% | −11−1.5% | Reduced | Holders |
| Q4 2023 | 744 | $354.9K | 0.3% | +107+16.8% | Added | Holders |
| Q3 2023 | 637 | $278.5K | 0.3% | +5+0.8% | Added | Holders |
| Q2 2023 | 632 | $250.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 632 | $262.0K | 0.3% | +2+0.3% | Added | Holders |
| Q4 2022 | 630 | $253.0K | 0.3% | +6+1.0% | Added | Holders |
| Q3 2022 | 624 | $250.0K | 0.3% | −3−0.5% | Reduced | Holders |
| Q2 2022 | 627 | $241.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2022 | 627 | $272.0K | 0.3% | −150−19.3% | Reduced | Holders |
| Q4 2021 | 777 | $378.0K | 0.3% | – | No prior filing | Holders |