Integrated Wealth Concepts’s Kyndryl KD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$426K	Buy	10,144 +2,119	+26%	+$88.9K	﹤0.01%	1365
2025 Q1	$252K	Buy	8,025 +1,093	+16%	+$34.3K	﹤0.01%	1503
2024 Q4	$240K	Buy	+6,932	New	+$240K	﹤0.01%	1505