Corient Private Wealth’s Kadant KAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$219K Sell
750
-1,978
-73% -$636K ﹤0.01% 2504
2025
Q4
$778K Buy
2,728
+243
+10% +$69K ﹤0.01% 2030
2025
Q3
$739K Sell
2,485
-55
-2% -$17.9K ﹤0.01% 1580
2025
Q2
$806K Sell
2,540
-1,895
-43% -$593K ﹤0.01% 1465
2025
Q1
$1.49M Sell
4,435
-1,396
-24% -$507K ﹤0.01% 1093
2024
Q4
$2.01M Sell
5,831
-1,004
-15% -$364K ﹤0.01% 994
2024
Q3
$2.31M Sell
6,835
-558
-8% -$178K ﹤0.01% 1030
2024
Q2
$2.17M Sell
7,393
-1,295
-15% -$369K ﹤0.01% 988
2024
Q1
$2.85M Sell
8,688
-65
-0.7% -$19.6K 0.01% 872
2023
Q4
$2.45M Buy
+8,753
New +$2.19M ﹤0.01% 913

Other funds holding KAI