Sheets Smith Wealth Management’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 | $713K | Buy |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $782K | Buy |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $733K | Buy |
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|
2024
Q2 | $520K | Hold |
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|
2024
Q1 | $580K | Hold |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $293K | Buy |
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