Avantax Planning Partners’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
3,084
-46
| -1% | -$3.34K | 0.01% | 412 |
|
|
2025
Q1 | $225K | Hold |
3,130
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $223K | Hold |
3,130
| – | – | 0.01% | 393 |
|
|
2024
Q3 | $264K | Sell |
3,130
-365
| -10% | -$30.8K | 0.01% | 359 |
|
|
2024
Q2 | $280K | Hold |
3,495
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $306K | Sell |
3,495
-431
| -11% | -$37.7K | 0.01% | 359 |
|
|
2023
Q4 | $315K | Sell |
3,926
-198
| -5% | -$15.9K | 0.01% | 293 |
|
|
2023
Q3 | $303K | Buy |
4,124
+808
| +24% | +$59.4K | 0.01% | 284 |
|
|
2023
Q2 | $304K | Buy |
3,316
+182
| +6% | +$16.7K | 0.01% | 293 |
|
|
2023
Q1 | $256K | Sell |
3,134
-492
| -14% | -$40.2K | 0.01% | 322 |
|
|
2022
Q4 | $256K | Sell |
3,626
-2
| -0.1% | -$141 | 0.01% | 318 |
|
|
2022
Q3 | $214K | Buy |
+3,628
| New | +$214K | 0.01% | 320 |
|
|
2022
Q2 | – | Sell |
-3,354
| Closed | -$204K | – | 371 |
|
|
2022
Q1 | $204K | Hold |
3,354
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $232K | Sell |
3,354
-250
| -7% | -$17.3K | 0.01% | 314 |
|
|
2021
Q3 | $236K | Buy |
3,604
+214
| +6% | +$14K | 0.01% | 292 |
|
|
2021
Q2 | $273K | Hold |
3,390
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $275K | Sell |
3,390
-744
| -18% | -$60.4K | 0.01% | 252 |
|
|
2020
Q4 | $320K | Sell |
4,134
-845
| -17% | -$65.4K | 0.02% | 211 |
|
|
2020
Q3 | $270K | Buy |
4,979
+260
| +6% | +$14.1K | 0.01% | 245 |
|
|
2020
Q2 | $215K | Buy |
+4,719
| New | +$215K | 0.01% | 256 |
|
|
2020
Q1 | – | Sell |
-4,393
| Closed | -$247K | – | 310 |
|
|
2019
Q4 | $247K | Buy |
+4,393
| New | +$247K | 0.01% | 259 |
|
|
2019
Q3 | – | Sell |
-4,683
| Closed | -$232K | – | 310 |
|
|
2019
Q2 | $232K | Hold |
4,683
| – | – | 0.02% | 273 |
|
|
2019
Q1 | $204K | Buy |
+4,683
| New | +$204K | 0.01% | 280 |
|
|
2018
Q4 | – | Sell |
-430
| Closed | -$21K | – | 1105 |
|
|
2018
Q3 | $21K | Buy |
+430
| New | +$21K | ﹤0.01% | 694 |
|
|
2018
Q2 | – | Sell |
-4,686
| Closed | -$214K | – | 1352 |
|
|
2018
Q1 | $214K | Sell |
4,686
-365
| -7% | -$16.7K | 0.02% | 282 |
|
|
2017
Q4 | $248K | Sell |
5,051
-292
| -5% | -$14.3K | 0.02% | 260 |
|
|
2017
Q3 | $259K | Sell |
5,343
-1,167
| -18% | -$56.6K | 0.02% | 308 |
|
|
2017
Q2 | $301K | Buy |
6,510
+41
| +0.6% | +$1.9K | 0.03% | 255 |
|
|
2017
Q1 | $292K | Hold |
6,469
| – | – | 0.03% | 243 |
|
|
2016
Q4 | $257K | Buy |
+6,469
| New | +$257K | 0.03% | 245 |
|