Simon Quick Advisors’s Kadant KAI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
741
+13
+2% +$4.13K 0.01% 702
2025
Q1
$245K Buy
728
+8
+1% +$2.7K 0.01% 496
2024
Q4
$248K Buy
720
+5
+0.7% +$1.73K 0.01% 395
2024
Q3
$242K Buy
+715
New +$242K 0.02% 367