Corient Private Wealth’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Sell |
2,540
-1,895
| -43% | -$602K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $1.49M | Sell |
4,435
-1,396
| -24% | -$470K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $2.01M | Sell |
5,831
-1,004
| -15% | -$346K | ﹤0.01% | 994 |
|
|
2024
Q3 | $2.31M | Sell |
6,835
-558
| -8% | -$189K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $2.17M | Sell |
7,393
-1,295
| -15% | -$380K | ﹤0.01% | 984 |
|
|
2024
Q1 | $2.85M | Sell |
8,688
-65
| -0.7% | -$21.3K | 0.01% | 870 |
|
|
2023
Q4 | $2.45M | Buy |
+8,753
| New | +$2.45M | ﹤0.01% | 912 |
|