Envestnet Asset Management’s Kadant KAI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3M Sell
35,499
-739
-2% -$235K ﹤0.01% 1658
2025
Q1
$12.2M Sell
36,238
-1,732
-5% -$584K ﹤0.01% 1535
2024
Q4
$13.1M Buy
37,970
+2,767
+8% +$955K ﹤0.01% 1465
2024
Q3
$11.9M Buy
35,203
+20,869
+146% +$7.05M ﹤0.01% 1511
2024
Q2
$4.21M Sell
14,334
-573
-4% -$168K ﹤0.01% 2142
2024
Q1
$4.89M Buy
14,907
+918
+7% +$301K ﹤0.01% 1991
2023
Q4
$3.92M Buy
13,989
+4,052
+41% +$1.14M ﹤0.01% 2052
2023
Q3
$2.24M Buy
9,937
+1,923
+24% +$434K ﹤0.01% 2311
2023
Q2
$1.78M Buy
8,014
+150
+2% +$33.3K ﹤0.01% 2350
2023
Q1
$1.64M Sell
7,864
-633
-7% -$132K ﹤0.01% 2325
2022
Q4
$1.51M Buy
8,497
+1,811
+27% +$322K ﹤0.01% 2349
2022
Q3
$1.12M Sell
6,686
-449
-6% -$74.9K ﹤0.01% 2485
2022
Q2
$1.3M Buy
7,135
+1,109
+18% +$202K ﹤0.01% 2392
2022
Q1
$1.17M Sell
6,026
-290
-5% -$56.3K ﹤0.01% 2558
2021
Q4
$1.46M Buy
6,316
+855
+16% +$197K ﹤0.01% 2369
2021
Q3
$1.12M Buy
5,461
+715
+15% +$146K ﹤0.01% 2473
2021
Q2
$836K Buy
4,746
+1,365
+40% +$240K ﹤0.01% 2657
2021
Q1
$626K Buy
3,381
+191
+6% +$35.4K ﹤0.01% 2709
2020
Q4
$450K Sell
3,190
-101
-3% -$14.2K ﹤0.01% 2710
2020
Q3
$361K Buy
3,291
+1,273
+63% +$140K ﹤0.01% 2651
2020
Q2
$201K Buy
+2,018
New +$201K ﹤0.01% 2870