WCA
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Westover Capital Advisors’s Kyndryl KD Stock Holding History

Westover Capital Advisors’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
Q1 		– Sell
-11,162
Closed -$296K – 248
2025
Q4 		$296K Sell
11,162
-8,298
-43% -$225K 0.05% 200
2025
Q3 		$584K Sell
19,460
-66,229
-77% -$2.27M 0.11% 135
2025
Q2 		$3.6M Buy
85,689
+28,981
+51% +$1.05M 0.72% 38
2025
Q1 		$1.78M Sell
56,708
-5,075
-8% -$190K 0.4% 57
2024
Q4 		$2.14M Buy
61,783
+1,235
+2% +$35.9K 0.47% 49
2024
Q3 		$1.39M Buy
60,548
+28,923
+91% +$705K 0.27% 83
2024
Q2 		$832K Buy
31,625
+1,940
+7% +$46.5K 0.21% 98
2024
Q1 		$646K Buy
+29,685
New +$631K 0.19% 98

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