LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kyndryl KD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Sell |
828
-185
| -18% | -$7.76K | ﹤0.01% | 414 |
|
|
2025
Q1 | $31.4K | Hold |
1,013
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $38.4K | Hold |
1,013
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $24.4K | Sell |
1,013
-39
| -4% | -$939 | ﹤0.01% | 448 |
|
|
2024
Q2 | $28.8K | Buy |
1,052
+39
| +4% | +$1.07K | ﹤0.01% | 429 |
|
|
2024
Q1 | $20.2K | Hold |
1,013
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $20.8K | Sell |
1,013
-507
| -33% | -$10.4K | ﹤0.01% | 462 |
|
|
2023
Q3 | $22.6K | Buy |
1,520
+120
| +9% | +$1.79K | ﹤0.01% | 472 |
|
|
2023
Q2 | $18.6K | Sell |
1,400
-72
| -5% | -$956 | ﹤0.01% | 506 |
|
|
2023
Q1 | $21.7K | Buy |
1,472
+15
| +1% | +$221 | ﹤0.01% | 464 |
|
|
2022
Q4 | $16.2K | Sell |
1,457
-126
| -8% | -$1.4K | ﹤0.01% | 475 |
|
|
2022
Q3 | $13K | Sell |
1,583
-80
| -5% | -$657 | ﹤0.01% | 512 |
|
|
2022
Q2 | $16K | Sell |
1,663
-341
| -17% | -$3.28K | ﹤0.01% | 520 |
|
|
2022
Q1 | $26K | Sell |
2,004
-603
| -23% | -$7.82K | ﹤0.01% | 501 |
|
|
2021
Q4 | $47K | Buy |
+2,607
| New | +$47K | ﹤0.01% | 468 |
|