CAPTRUST Financial Advisors’s Quaker Houghton KWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
|
|||||
|
2025
Q1 | $228K | Sell |
|
|||||
|
2024
Q4 | $288K | Sell |
|
|||||
|
2024
Q3 | $346K | Sell |
|
|||||
|
2024
Q2 | $357K | Buy |
|
|||||
|
2024
Q1 | $425K | Sell |
|
|||||
|
2023
Q4 | $1.03M | Buy |
|
|||||
|
2023
Q3 | $763K | Buy |
|
|||||
|
2023
Q2 | $357K | Sell |
|
|||||
|
2023
Q1 | $371K | Sell |
|
|||||
|
2022
Q4 | $318K | Sell |
|
|||||
|
2022
Q3 | $284K | Buy |
|
|||||
|
2022
Q2 | $181K | Buy |
|
|||||
|
2022
Q1 | $189K | Sell |
|
|||||
|
2021
Q4 | $259K | Buy |
|
|||||
|
2021
Q3 | $250K | Sell |
|
|||||
|
2021
Q2 | $255K | Sell |
|
|||||
|
2021
Q1 | $271K | Buy |
|
|||||
|
2020
Q4 | $57K | Buy |
|
|||||
|
2020
Q3 | $2K | Sell |
|
|||||
|
2020
Q2 | $36K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $31K | Sell |
|
|||||
|
2018
Q1 | $30K | Buy |
|