Concord Wealth Partners’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
Q3 | $2.77K | Hold |
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|
2025
Q2 | $2.35K | Hold |
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|
2025
Q1 | $2.6K | Sell |
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|
2024
Q4 | $3.24K | Hold |
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|
2024
Q3 | $3.88K | Buy |
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|
2024
Q2 | $3.56K | Hold |
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|
2024
Q1 | $4.31K | Hold |
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|
2023
Q4 | $4.48K | Hold |
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|
2023
Q3 | $3.36K | Hold |
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|
2023
Q2 | $4.09K | Hold |
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|
2023
Q1 | $4.16K | Hold |
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|
2022
Q4 | $3.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Buy |
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