Creative Planning’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.8M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $12K | Buy |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1K | Buy |
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|
2013
Q4 | $0 | Buy |
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