Avantax Advisory Services’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
$442K Buy
3,948
+745
+23% +$83.4K ﹤0.01% 1657
2025
Q1
$396K Buy
3,203
+738
+30% +$91.2K ﹤0.01% 1665
2024
Q4
$347K Sell
2,465
-591
-19% -$83.2K ﹤0.01% 1687
2024
Q3
$515K Sell
3,056
-134
-4% -$22.6K ﹤0.01% 1389
2024
Q2
$541K Buy
+3,190
New +$541K ﹤0.01% 1314