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EP Wealth Advisors’s Kyndryl KD Stock Holding History

EP Wealth Advisors’s Portfolio KD Stock Details KD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$499K Buy
11,891
+2,716
+30% +$114K ﹤0.01% 782
2025
Q1 		$288K Sell
9,175
-1,176
-11% -$36.9K ﹤0.01% 929
2024
Q4 		$358K Buy
10,351
+756
+8% +$26.2K ﹤0.01% 802
2024
Q3 		$220K Buy
+9,595
New +$220K ﹤0.01% 996