West Coast Financial’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,504
| Closed | -$1.18M | – | 83 |
|
|
2025
Q1 | $1.18M | Sell |
3,504
-1,129
| -24% | -$380K | 0.13% | 73 |
|
|
2024
Q4 | $1.6M | Sell |
4,633
-370
| -7% | -$128K | 0.18% | 66 |
|
|
2024
Q3 | $1.69M | Sell |
5,003
-513
| -9% | -$173K | 0.19% | 68 |
|
|
2024
Q2 | $1.62M | Sell |
5,516
-874
| -14% | -$257K | 0.19% | 68 |
|
|
2024
Q1 | $2.1M | Sell |
6,390
-1,577
| -20% | -$517K | 0.25% | 57 |
|
|
2023
Q4 | $2.23M | Sell |
7,967
-22,690
| -74% | -$6.36M | 0.29% | 58 |
|
|
2023
Q3 | $6.91M | Buy |
30,657
+86
| +0.3% | +$19.4K | 1.03% | 30 |
|
|
2023
Q2 | $6.79M | Buy |
30,571
+641
| +2% | +$142K | 0.96% | 33 |
|
|
2023
Q1 | $6.24M | Buy |
29,930
+6,679
| +29% | +$1.39M | 0.96% | 37 |
|
|
2022
Q4 | $4.13M | Buy |
23,251
+6,012
| +35% | +$1.07M | 0.7% | 48 |
|
|
2022
Q3 | $2.88M | Buy |
+17,239
| New | +$2.88M | 0.53% | 52 |
|