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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.49M | Buy |
8,515
+3,252
| +62% | +$1.04M | ﹤0.01% | 1726 |
|
|
2025
Q4 | $1.5M | Buy |
5,263
+1,170
| +29% | +$332K | ﹤0.01% | 1956 |
|
|
2025
Q3 | $1.22M | Buy |
4,093
+282
| +7% | +$92K | ﹤0.01% | 1935 |
|
|
2025
Q2 | $1.21M | Sell |
3,811
-2,562
| -40% | -$802K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $2.15M | Buy |
6,373
+1,154
| +22% | +$419K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $1.8M | Buy |
5,219
+708
| +16% | +$257K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $1.52M | Buy |
4,511
+660
| +17% | +$211K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $1.13M | Buy |
3,851
+23
| +0.6% | +$6.55K | ﹤0.01% | 1320 |
|
|
2024
Q1 | $1.26M | Buy |
3,828
+1,482
| +63% | +$447K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $658K | Buy |
2,346
+1,201
| +105% | +$300K | ﹤0.01% | 1510 |
|
|
2023
Q3 | $258K | Buy |
+1,145
| New | +$248K | ﹤0.01% | 2052 |
|
|
2021
Q2 | – | Sell |
-1,088
| Closed | -$201K | – | 2338 |
|
|
2021
Q1 | $201K | Buy |
+1,088
| New | +$174K | ﹤0.01% | 2095 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | -$2K | – | 2835 |
|
|
2017
Q2 | $2K | Sell |
29
-171
| -86% | -$11.9K | ﹤0.01% | 4312 |
|
|
2017
Q1 | $12K | Buy |
200
+190
| +1,900% | +$11.5K | ﹤0.01% | 3475 |
|
|
2016
Q4 | $1K | Sell |
10
-82
| -89% | -$4.72K | ﹤0.01% | 4445 |
|
|
2016
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 3877 |
|
|
2016
Q2 | $5K | Buy |
+92
| New | +$4.45K | ﹤0.01% | 3650 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$12K | – | 4501 |
|
|
2015
Q3 | $12K | Buy |
+300
| New | +$13.2K | ﹤0.01% | 3079 |
|
|
2015
Q1 | – | Sell |
-61
| Closed | -$3K | – | 4315 |
|
|
2014
Q4 | $3K | Buy |
+61
| New | +$2.47K | ﹤0.01% | 3709 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$1K | – | 3870 |
|
|
2014
Q1 | $1K | Buy |
30
+25
| +500% | +$947 | ﹤0.01% | 3502 |
|
|
2013
Q4 | $0 | Buy |
+5
| New | +$188 | ﹤0.01% | 3388 |
|
Other funds holding KAI
WA
VPM
VCM
