Carson Wealth (CWM LLC)’s Kyndryl KD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
27,818
-9,923
| -26% | -$416K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $1.19M | Buy |
37,741
+1,228
| +3% | +$38.6K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $1.26M | Buy |
36,513
+24,320
| +199% | +$841K | 0.01% | 956 |
|
|
2024
Q3 | $280K | Buy |
12,193
+5,864
| +93% | +$135K | ﹤0.01% | 1581 |
|
|
2024
Q2 | $167K | Buy |
6,329
+1,543
| +32% | +$40.7K | ﹤0.01% | 1681 |
|
|
2024
Q1 | $104K | Buy |
4,786
+179
| +4% | +$3.89K | ﹤0.01% | 1859 |
|
|
2023
Q4 | $96K | Buy |
4,607
+133
| +3% | +$2.77K | ﹤0.01% | 1792 |
|
|
2023
Q3 | $68K | Buy |
4,474
+198
| +5% | +$3.01K | ﹤0.01% | 1878 |
|
|
2023
Q2 | $57K | Sell |
4,276
-352
| -8% | -$4.69K | ﹤0.01% | 1882 |
|
|
2023
Q1 | $68K | Sell |
4,628
-13
| -0.3% | -$191 | ﹤0.01% | 1702 |
|
|
2022
Q4 | $52K | Sell |
4,641
-196
| -4% | -$2.2K | ﹤0.01% | 1707 |
|
|
2022
Q3 | $40K | Buy |
4,837
+822
| +20% | +$6.8K | ﹤0.01% | 1769 |
|
|
2022
Q2 | $39K | Buy |
+4,015
| New | +$39K | ﹤0.01% | 1740 |
|
|
2022
Q1 | – | Sell |
-3,399
| Closed | -$62K | – | 3676 |
|
|
2021
Q4 | $62K | Buy |
+3,399
| New | +$62K | ﹤0.01% | 1484 |
|