Venturi Wealth Management’s Kadant KAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-528
Closed -$182K 1248
2024
Q4
$182K Buy
528
+490
+1,289% +$169K 0.01% 571
2024
Q3
$12.8K Buy
+38
New +$12.8K ﹤0.01% 1133