Caldwell Trust’s Kyndryl KD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.8K Sell
2025
Q2
$3.57K Hold
2025
Q1
$2.67K Buy
2024
Q4
$865 Hold
2024
Q3
$575 Sell
2024
Q2
$2.68K Sell
2024
Q1
$4.05K Hold
2023
Q4
$3.87K Sell
2023
Q3
$3.87K Sell
2023
Q2
$4.04K Buy
2023
Q1
$3.5K Sell
2022
Q4
$3.52K Sell
2022
Q3
$4.11K Sell
2022
Q2
$5.34K Sell
2022
Q1
$32.4K Sell
2021
Q4
$52.3K Buy