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Kolinsky Wealth Management, LLC

SEC CIK
0001904326
Latest filing
Feb 18, 2025

MSCI holding history

MSCI 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.

MSCI overviewAll 13F holders of MSCIFull Q4 2024 holdings

Shares (Q4 2024)
338
Value
$202.8K
% of portfolio
0.1%
Quarters held
10
Since Q4 2021
Holdings of MSCI by Kolinsky Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024338$202.8K0.1%−12−3.4%ReducedHolders
Q3 2024350$204.0K0.1%+350NewHolders
Q2 20240$00.0%−456−100.0%Sold outHolders
Q1 2024456$255.6K0.2%−10−2.1%ReducedHolders
Q4 2023466$263.6K0.2%−29−5.9%ReducedHolders
Q3 2023495$254.0K0.3%+10+2.1%AddedHolders
Q2 2023485$224.1K0.2%−32−6.2%ReducedHolders
Q1 2023517$289.0K0.3%−11−2.1%ReducedHolders
Q4 2022528$246.0K0.3%+528NewHolders
Q2 20220$00.0%−456−100.0%Sold outHolders
Q1 2022456$229.0K0.2%+62+15.7%AddedHolders
Q4 2021394$241.0K0.2%–No prior filingHolders