ZF
Zhang Financial’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,091
| Closed | -$1.72M | – | 304 |
|
|
2025
Q1 | $1.72M | Sell |
5,091
-165
| -3% | -$55.6K | 0.09% | 116 |
|
|
2024
Q4 | $1.81M | Buy |
5,256
+40
| +0.8% | +$13.8K | 0.1% | 105 |
|
|
2024
Q3 | $1.76M | Sell |
5,216
-300
| -5% | -$101K | 0.11% | 97 |
|
|
2024
Q2 | $1.62M | Hold |
5,516
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $1.81M | Hold |
5,516
| – | – | 0.13% | 91 |
|
|
2023
Q4 | $1.55M | Hold |
5,516
| – | – | 0.13% | 95 |
|
|
2023
Q3 | $1.25M | Hold |
5,516
| – | – | 0.13% | 94 |
|
|
2023
Q2 | $1.17M | Hold |
5,516
| – | – | 0.12% | 102 |
|
|
2023
Q1 | $1.15M | Buy |
+5,516
| New | +$1.15M | 0.13% | 95 |
|