Clearstead Advisors’s Kyndryl KD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
3,295
+1,875
+132% +$78.7K ﹤0.01% 971
2025
Q1
$44.6K Buy
1,420
+176
+14% +$5.53K ﹤0.01% 1194
2024
Q4
$43K Sell
1,244
-2,330
-65% -$80.6K ﹤0.01% 1198
2024
Q3
$82.1K Buy
3,574
+267
+8% +$6.14K ﹤0.01% 1073
2024
Q2
$87K Buy
3,307
+1,937
+141% +$51K ﹤0.01% 1025
2024
Q1
$36.1K Buy
1,370
+479
+54% +$12.6K ﹤0.01% 839
2023
Q4
$18.5K Sell
891
-1,063
-54% -$22.1K ﹤0.01% 958
2023
Q3
$29.5K Buy
1,954
+1,045
+115% +$15.8K ﹤0.01% 961
2023
Q2
$12.1K Buy
909
+24
+3% +$319 ﹤0.01% 962
2023
Q1
$13.1K Sell
885
-594
-40% -$8.77K ﹤0.01% 911
2022
Q4
$16.4K Sell
1,479
-271
-15% -$3.01K ﹤0.01% 830
2022
Q3
$14K Sell
1,750
-439
-20% -$3.51K ﹤0.01% 832
2022
Q2
$21K Sell
2,189
-250
-10% -$2.4K ﹤0.01% 790
2022
Q1
$32K Sell
2,439
-172
-7% -$2.26K ﹤0.01% 764
2021
Q4
$47K Buy
+2,611
New +$47K ﹤0.01% 664