Carson Wealth (CWM LLC)
KD icon

Carson Wealth (CWM LLC)’s Kyndryl KD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6M Buy
198,053
+93,784
+90% +$1.65M 0.01% 1088
2025
Q4 		$2.77M Sell
104,269
-33,955
-25% -$921K 0.01% 1018
2025
Q3 		$4.15M Buy
138,224
+110,406
+397% +$3.79M 0.01% 792
2025
Q2 		$1.17M Sell
27,818
-9,923
-26% -$359K ﹤0.01% 1172
2025
Q1 		$1.19M Buy
37,741
+1,228
+3% +$46K ﹤0.01% 1045
2024
Q4 		$1.26M Buy
36,513
+24,320
+199% +$708K 0.01% 957
2024
Q3 		$280K Buy
12,193
+5,864
+93% +$143K ﹤0.01% 1582
2024
Q2 		$167K Buy
6,329
+1,543
+32% +$37K ﹤0.01% 1683
2024
Q1 		$104K Buy
4,786
+179
+4% +$3.81K ﹤0.01% 1861
2023
Q4 		$96K Buy
4,607
+133
+3% +$2.27K ﹤0.01% 1794
2023
Q3 		$68K Buy
4,474
+198
+5% +$2.94K ﹤0.01% 1879
2023
Q2 		$57K Sell
4,276
-352
-8% -$4.76K ﹤0.01% 1884
2023
Q1 		$68K Sell
4,628
-13
-0.3% -$184 ﹤0.01% 1703
2022
Q4 		$52K Sell
4,641
-196
-4% -$1.97K ﹤0.01% 1709
2022
Q3 		$40K Buy
4,837
+822
+20% +$8.55K ﹤0.01% 1771
2022
Q2 		$39K Buy
+4,015
New +$46.7K ﹤0.01% 1742
2022
Q1 		– Sell
-3,399
Closed -$62K – 3698
2021
Q4 		$62K Buy
+3,399
New +$73.4K ﹤0.01% 1486

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