Integrated Wealth Concepts’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
$308K Buy
2025
Q2
Sell
2025
Q1
$306K Buy
2024
Q4
$288K Sell
2024
Q3
$298K Sell
2024
Q2
$273K Hold
2024
Q1
$305K Buy
2023
Q4
$248K Buy
2021
Q2
Sell
2021
Q1
$7.82M Sell
2020
Q4
$6.1M Sell
2020
Q3
$4.93M Buy