Congress Wealth Management’s Kadant KAI Stock Holding History

Congress Wealth Management’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell
2025 Q1	$241K	Sell
2024 Q4	$429K	Sell
2024 Q3	$468K	Buy
2024 Q2	–	Sell
2024 Q1	$273K	Hold
2023 Q4	$233K	Buy