LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Hold |
130
| – | – | ﹤0.01% | 402 |
|
|
2025
Q1 | $39.5K | Hold |
130
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $49.4K | Hold |
130
| – | – | ﹤0.01% | 388 |
|
|
2024
Q3 | $41.3K | Hold |
130
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $44.4K | Hold |
130
| – | – | ﹤0.01% | 399 |
|
|
2024
Q1 | $36.8K | Hold |
130
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $37.2K | Hold |
130
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $30.9K | Hold |
130
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $28.9K | Hold |
130
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $27.1K | Hold |
130
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $23.1K | Hold |
130
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $22K | Hold |
130
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $24K | Hold |
130
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $25K | Hold |
130
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $30K | Hold |
130
| – | – | ﹤0.01% | 506 |
|
|
2021
Q3 | $27K | Hold |
130
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $23K | Buy |
+130
| New | +$23K | ﹤0.01% | 533 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$18K | – | 514 |
|
|
2020
Q4 | $18K | Hold |
130
| – | – | ﹤0.01% | 516 |
|
|
2020
Q3 | $14K | Buy |
+130
| New | +$14K | ﹤0.01% | 493 |
|
|
2016
Q3 | – | Sell |
-20
| Closed | -$1K | – | 624 |
|
|
2016
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 627 |
|