Prestige Wealth Management Group’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 | $560 | Sell |
5
-3
| -38% | -$336 | ﹤0.01% | 922 |
|
|
2025
Q1 | $989 | Hold |
8
| – | – | ﹤0.01% | 854 |
|
|
2024
Q4 | $1.13K | Hold |
8
| – | – | ﹤0.01% | 868 |
|
|
2024
Q3 | $1.35K | Hold |
8
| – | – | ﹤0.01% | 838 |
|
|
2024
Q2 | $1.36K | Hold |
8
| – | – | ﹤0.01% | 788 |
|
|
2024
Q1 | $1.64K | Hold |
8
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $1.71K | Hold |
8
| – | – | ﹤0.01% | 772 |
|
|
2023
Q3 | $1.28K | Hold |
8
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $1.56K | Hold |
8
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $1.58K | Sell |
8
-14
| -64% | -$2.77K | ﹤0.01% | 791 |
|
|
2022
Q4 | $3.67K | Buy |
22
+14
| +175% | +$2.34K | ﹤0.01% | 691 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 865 |
|
|
2022
Q2 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 877 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 890 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 915 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 903 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 892 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 885 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 793 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 780 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 844 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1053 |
|