Concord Wealth Partners’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 | $2.35K | Hold |
21
| – | – | ﹤0.01% | 707 |
|
|
2025
Q1 | $2.6K | Sell |
21
-2
| -9% | -$247 | ﹤0.01% | 659 |
|
|
2024
Q4 | $3.24K | Hold |
23
| – | – | ﹤0.01% | 656 |
|
|
2024
Q3 | $3.88K | Buy |
23
+2
| +10% | +$337 | ﹤0.01% | 670 |
|
|
2024
Q2 | $3.56K | Hold |
21
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $4.31K | Hold |
21
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $4.48K | Hold |
21
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $3.36K | Hold |
21
| – | – | ﹤0.01% | 784 |
|
|
2023
Q2 | $4.09K | Hold |
21
| – | – | ﹤0.01% | 743 |
|
|
2023
Q1 | $4.16K | Hold |
21
| – | – | ﹤0.01% | 703 |
|
|
2022
Q4 | $3.51K | Buy |
+21
| New | +$3.51K | ﹤0.01% | 836 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$3K | – | 688 |
|
|
2022
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 948 |
|
|
2022
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 969 |
|
|
2021
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 949 |
|
|
2021
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 734 |
|
|
2021
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 418 |
|