Clifford Swan Investment Counsel’s Kyndryl KD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
39,773
-2,987
-7% -$125K 0.06% 150
2025
Q1
$1.34M Sell
42,760
-57,883
-58% -$1.82M 0.05% 162
2024
Q4
$3.48M Sell
100,643
-52,573
-34% -$1.82M 0.13% 125
2024
Q3
$3.52M Sell
153,216
-58,369
-28% -$1.34M 0.12% 125
2024
Q2
$5.57M Sell
211,585
-11,298
-5% -$297K 0.21% 102
2024
Q1
$4.85M Sell
222,883
-39,711
-15% -$864K 0.18% 111
2023
Q4
$5.46M Sell
262,594
-46,840
-15% -$973K 0.21% 102
2023
Q3
$4.67M Sell
309,434
-269
-0.1% -$4.06K 0.2% 108
2023
Q2
$4.11M Buy
309,703
+8,962
+3% +$119K 0.17% 117
2023
Q1
$4.44M Sell
300,741
-37,886
-11% -$559K 0.19% 113
2022
Q4
$3.77M Sell
338,627
-1,102
-0.3% -$12.3K 0.16% 117
2022
Q3
$2.81M Buy
339,729
+115,542
+52% +$956K 0.13% 117
2022
Q2
$2.19M Sell
224,187
-1,835
-0.8% -$18K 0.09% 126
2022
Q1
$2.97M Buy
226,022
+41,695
+23% +$547K 0.11% 122
2021
Q4
$3.34M Buy
+184,327
New +$3.34M 0.12% 124