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Toth Financial Advisory’s Kyndryl KD Stock Holding History

Toth Financial Advisory’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.8K Hold
690
– – ﹤0.01% 609
2026
Q1 		$9.05K Hold
690
– – ﹤0.01% 570
2025
Q4 		$18.3K Hold
690
– – ﹤0.01% 487
2025
Q3 		$20.7K Sell
690
-50
-7% -$1.72K ﹤0.01% 467
2025
Q2 		$31.1K Buy
740
+50
+7% +$1.81K ﹤0.01% 379
2025
Q1 		$21.7K Buy
690
+90
+15% +$3.37K ﹤0.01% 395
2024
Q4 		$20.8K Hold
600
– – ﹤0.01% 392
2024
Q3 		$13.8K Sell
600
-55
-8% -$1.34K ﹤0.01% 425
2024
Q2 		$17.2K Buy
655
+55
+9% +$1.32K ﹤0.01% 409
2024
Q1 		$13.1K Hold
600
– – ﹤0.01% 429
2023
Q4 		$12.5K Hold
600
– – ﹤0.01% 431
2023
Q3 		$9.06K Hold
600
– – ﹤0.01% 456
2023
Q2 		$7.97K Hold
600
– – ﹤0.01% 500
2023
Q1 		$8.86K Hold
600
– – ﹤0.01% 473
2022
Q4 		$6.67K Hold
600
– – ﹤0.01% 476
2022
Q3 		$5K Sell
600
-151
-20% -$1.57K ﹤0.01% 546
2022
Q2 		$7K Sell
751
-293
-28% -$3.41K ﹤0.01% 477
2022
Q1 		$14K Sell
1,044
-1,328
-56% -$20K ﹤0.01% 430
2021
Q4 		$43K Buy
+2,372
New +$51.2K 0.01% 309

Other funds holding KD

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return