IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.47K | Sell |
44
-1
| -2% | -$148 | ﹤0.01% | 3466 |
|
|
2025
Q4 | $6.18K | Buy |
45
+1
| +2% | +$135 | ﹤0.01% | 3312 |
|
|
2025
Q3 | $5.8K | Buy |
+44
| New | +$5.79K | ﹤0.01% | 3164 |
|
|
2025
Q2 | – | Sell |
-13
| Closed | -$1.41K | – | 2953 |
|
|
2025
Q1 | $1.61K | Buy |
13
+11
| +550% | +$1.49K | ﹤0.01% | 3216 |
|
|
2024
Q4 | $282 | Buy |
+2
| New | +$316 | ﹤0.01% | 3589 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$974 | – | 3448 |
|
|
2023
Q2 | $974 | Buy |
+5
| New | +$978 | ﹤0.01% | 3084 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$5K | – | 3978 |
|
|
2022
Q4 | $5K | Sell |
55
-12
| -18% | -$2.02K | ﹤0.01% | 3788 |
|
|
2022
Q3 | $7K | Buy |
67
+35
| +109% | +$5.74K | ﹤0.01% | 3861 |
|
|
2022
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 3794 |
|
|
2022
Q1 | $5K | Buy |
+32
| New | +$6.35K | ﹤0.01% | 3794 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4090 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3820 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3741 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3585 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3460 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3309 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3283 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3279 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3407 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2937 |
|
|
2018
Q4 | $1K | Sell |
5
-37
| -88% | -$7.13K | ﹤0.01% | 3334 |
|
|
2018
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 2976 |
|
|
2018
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 3097 |
|
|
2018
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 3078 |
|
|
2017
Q4 | $6K | Hold |
42
| – | – | ﹤0.01% | 3124 |
|
|
2017
Q3 | $6K | Sell |
42
-20
| -32% | -$2.84K | ﹤0.01% | 3306 |
|
|
2017
Q2 | $9K | Buy |
62
+20
| +48% | +$2.83K | ﹤0.01% | 3090 |
|
|
2017
Q1 | $6K | Sell |
42
-502
| -92% | -$65.7K | ﹤0.01% | 3201 |
|
|
2016
Q4 | $70K | Buy |
544
+500
| +1,136% | +$58.8K | ﹤0.01% | 1675 |
|
|
2016
Q3 | $5K | Buy |
+44
| New | +$4.29K | ﹤0.01% | 3241 |
|
|
2016
Q1 | – | Sell |
-20
| Closed | -$2K | – | 2929 |
|
|
2015
Q4 | $2K | Buy |
+20
| New | +$1.62K | ﹤0.01% | 3335 |
|
Other funds holding KWR
VPM
RA
VCM
GKIM
