SSWM
Sheets Smith Wealth Management’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
2,360
+38
| +2% | +$12.1K | 0.09% | 213 |
|
|
2025
Q1 | $782K | Buy |
2,322
+83
| +4% | +$28K | 0.1% | 189 |
|
|
2024
Q4 | $772K | Buy |
2,239
+69
| +3% | +$23.8K | 0.09% | 188 |
|
|
2024
Q3 | $733K | Buy |
2,170
+401
| +23% | +$136K | 0.09% | 190 |
|
|
2024
Q2 | $520K | Hold |
1,769
| – | – | 0.06% | 236 |
|
|
2024
Q1 | $580K | Hold |
1,769
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $496K | Buy |
1,769
+80
| +5% | +$22.4K | 0.07% | 216 |
|
|
2023
Q3 | $381K | Buy |
1,689
+42
| +3% | +$9.47K | 0.06% | 241 |
|
|
2023
Q2 | $366K | Hold |
1,647
| – | – | 0.05% | 254 |
|
|
2023
Q1 | $343K | Hold |
1,647
| – | – | 0.05% | 245 |
|
|
2022
Q4 | $293K | Buy |
+1,647
| New | +$293K | 0.05% | 255 |
|