Kolinsky Wealth Management, LLC Closed Holding Positions

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aspen Technology Inc
Q2 2022 Filed on Aug 15, 2022
2,300
N/A
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,310
$133.06 - $190.3 $174K - $249K
STE
Steris PLC

Healthcare
Q2 2022 Filed on Aug 15, 2022
853
$192.78 - $252.92 $164K - $216K
Farmmi Inc
Q2 2022 Filed on Aug 15, 2022
10,000
N/A
RMD
Resmed Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
957
$191.41 - $252.08 $183K - $241K
MS
Morgan Stanley

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,620
$72.9 - $90.61 $191K - $237K
AVSC
American Centy ETF Tr Avantis
Q2 2022 Filed on Aug 15, 2022
14,922
$40.29 - $48.16 $601K - $719K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,319
$171.61 - $208.74 $226K - $275K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Aug 15, 2022
674
$271.39 - $369.3 $183K - $249K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 12, 2022
1,324
$129.03 - $157.89 $171K - $209K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2022 Filed on May 12, 2022
2,823
$234.1 - $296.68 $661K - $838K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 12, 2022
6,362
$44.04 - $57.61 $280K - $367K
TEL
Te Connectivity Ltd.

Technology
Q1 2022 Filed on May 12, 2022
1,340
$126.42 - $164.13 $169K - $220K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 12, 2022
12,379
$21.99 - $26.84 $272K - $332K
SYF
Synchrony Financial

Financial Services
Q1 2022 Filed on May 12, 2022
4,733
$34.76 - $49.46 $165K - $234K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 12, 2022
313
$51.26 - $136.31 $16K - $42.7K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 12, 2022
561
$250.38 - $371.86 $140K - $209K
RPM
Rpm International Inc

Basic Materials
Q1 2022 Filed on May 12, 2022
1,998
$76.06 - $98.35 $152K - $197K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 12, 2022
1,858
$93.61 - $194.94 $174K - $362K
MTD
Mettler Toledo International Inc

Healthcare
Q1 2022 Filed on May 12, 2022
142
$1289.32 - $1674.86 $183K - $238K
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