Robertson Stephens Wealth Management’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-764
| Closed | -$264K | – | 565 |
|
|
2024
Q4 | $264K | Buy |
764
+69
| +10% | +$23.8K | 0.01% | 492 |
|
|
2024
Q3 | $235K | Hold |
695
| – | – | 0.01% | 568 |
|
|
2024
Q2 | $204K | Hold |
695
| – | – | 0.01% | 474 |
|
|
2024
Q1 | $228K | Buy |
+695
| New | +$228K | 0.01% | 461 |
|