Harbor Investment Advisory’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 | – | Sell |
-174
| Closed | -$49.6K | – | 1302 |
|
|
2025
Q4 | $49.6K | Hold |
174
| – | – | ﹤0.01% | 668 |
|
|
2025
Q3 | $51.8K | Hold |
174
| – | – | ﹤0.01% | 631 |
|
|
2025
Q2 | $55.2K | Buy |
174
+62
| +55% | +$19.4K | ﹤0.01% | 611 |
|
|
2025
Q1 | $37.7K | Sell |
112
-50
| -31% | -$18.2K | ﹤0.01% | 665 |
|
|
2024
Q4 | $55.9K | Sell |
162
-103
| -39% | -$37.4K | 0.01% | 574 |
|
|
2024
Q3 | $89.6K | Buy |
265
+62
| +31% | +$19.8K | 0.01% | 483 |
|
|
2024
Q2 | $59.6K | Hold |
203
| – | – | 0.01% | 550 |
|
|
2024
Q1 | $66.6K | Hold |
203
| – | – | 0.01% | 526 |
|
|
2023
Q4 | $56.9K | Sell |
203
-123
| -38% | -$30.8K | 0.01% | 543 |
|
|
2023
Q3 | $73.5K | Sell |
326
-266
| -45% | -$57.6K | 0.01% | 461 |
|
|
2023
Q2 | $131K | Hold |
592
| – | – | 0.02% | 428 |
|
|
2023
Q1 | $123K | Hold |
592
| – | – | 0.02% | 445 |
|
|
2022
Q4 | $105K | Buy |
592
+79
| +15% | +$14.1K | 0.02% | 480 |
|
|
2022
Q3 | $86K | Buy |
513
+167
| +48% | +$31.1K | 0.01% | 511 |
|
|
2022
Q2 | $63K | Hold |
346
| – | – | 0.01% | 629 |
|
|
2022
Q1 | $67K | Hold |
346
| – | – | 0.01% | 657 |
|
|
2021
Q4 | $80K | Sell |
346
-149
| -30% | -$33.2K | 0.01% | 600 |
|
|
2021
Q3 | $101K | Sell |
495
-17
| -3% | -$3.35K | 0.01% | 528 |
|
|
2021
Q2 | $90K | Hold |
512
| – | – | 0.01% | 534 |
|
|
2021
Q1 | $95K | Hold |
512
| – | – | 0.01% | 492 |
|
|
2020
Q4 | $72K | Buy |
512
+120
| +31% | +$15.3K | 0.01% | 531 |
|
|
2020
Q3 | $43K | Buy |
392
+175
| +81% | +$19.8K | 0.01% | 540 |
|
|
2020
Q2 | $22K | Hold |
217
| – | – | ﹤0.01% | 609 |
|
|
2020
Q1 | $16K | Buy |
+217
| New | +$20.6K | ﹤0.01% | 620 |
|
Other funds holding KAI
WA
VPM
VCM
