Mark Sheptoff Financial Planning’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 | – | Sell |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $470K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $508K | Hold |
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|
2021
Q3 | $523K | Hold |
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|
2021
Q2 | $522K | Hold |
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|
2021
Q1 | $536K | Hold |
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|
2020
Q4 | $557K | Hold |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $408K | Hold |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $400K | Buy |
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|
2019
Q3 | $384K | Hold |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $486K | Hold |
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|
2018
Q4 | $431K | Buy |
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|
2018
Q3 | $491K | Hold |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $359K | Hold |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q3 | $359K | Hold |
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|
2017
Q2 | $352K | Buy |
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|
2017
Q1 | $187K | Buy |
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|
2016
Q4 | $182K | Buy |
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|
2016
Q3 | $151K | Buy |
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|
2016
Q2 | $127K | Buy |
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|
2016
Q1 | $121K | Sell |
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|
2015
Q4 | $187K | Sell |
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|
2015
Q3 | $233K | Hold |
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|
2015
Q2 | $268K | Sell |
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|
2015
Q1 | $275K | Sell |
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|
2014
Q4 | $342K | Buy |
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|
2014
Q3 | $159K | Buy |
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|
2014
Q2 | $170K | Hold |
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|
2014
Q1 | $175K | Buy |
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