Heritage Wealth Advisors’s Kyndryl KD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.01K Hold
2025
Q1
$1.51K Hold
2024
Q4
$1.66K Hold
2024
Q3
$1.1K Hold
2024
Q2
$1.26K Hold
2024
Q1
$1.04K Sell
2023
Q4
$5.15K Hold
2023
Q3
$3.75K Hold
2023
Q2
$3.29K Hold
2023
Q1
$3.66K Sell
2022
Q4
$3.37K Hold
2022
Q3
$2.51K Sell
2022
Q2
$3K Sell
2022
Q1
$7K Sell
2021
Q4
$19K Buy