Allworth Financial’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Buy |
195
+178
| +1,047% | +$19.9K | ﹤0.01% | 2458 |
|
|
2025
Q1 | $1.8K | Sell |
17
-9
| -35% | -$951 | ﹤0.01% | 3246 |
|
|
2024
Q4 | $3.58K | Sell |
26
-5
| -16% | -$688 | ﹤0.01% | 2903 |
|
|
2024
Q3 | $5.22K | Hold |
31
| – | – | ﹤0.01% | 2547 |
|
|
2024
Q2 | $5.58K | Sell |
31
-4
| -11% | -$721 | ﹤0.01% | 2474 |
|
|
2024
Q1 | $7.18K | Sell |
35
-1
| -3% | -$205 | ﹤0.01% | 2249 |
|
|
2023
Q4 | $7.68K | Buy |
36
+19
| +112% | +$4.06K | ﹤0.01% | 2087 |
|
|
2023
Q3 | $2.72K | Buy |
17
+2
| +13% | +$320 | ﹤0.01% | 2393 |
|
|
2023
Q2 | $2.93K | Hold |
15
| – | – | ﹤0.01% | 2329 |
|
|
2023
Q1 | $2.97K | Buy |
15
+11
| +275% | +$2.18K | ﹤0.01% | 2244 |
|
|
2022
Q4 | $668 | Buy |
4
+3
| +300% | +$501 | ﹤0.01% | 2561 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2891 |
|
|
2022
Q2 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 2609 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1956 |
|