CWM
Congress Wealth Management’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
702
-13
| -2% | -$4.13K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $241K | Sell |
715
-527
| -42% | -$178K | ﹤0.01% | 992 |
|
|
2024
Q4 | $429K | Sell |
1,242
-144
| -10% | -$49.7K | 0.01% | 676 |
|
|
2024
Q3 | $468K | Buy |
+1,386
| New | +$468K | 0.01% | 642 |
|
|
2024
Q2 | – | Sell |
-833
| Closed | -$273K | – | 726 |
|
|
2024
Q1 | $273K | Hold |
833
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $233K | Buy |
+833
| New | +$233K | ﹤0.01% | 570 |
|