Carson Wealth (CWM LLC)’s Timken Company TKR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38K | Buy |
527
+126
| +31% | +$9.09K | ﹤0.01% | 3483 |
|
2025
Q1 | $29K | Sell |
401
-73
| -15% | -$5.28K | ﹤0.01% | 3423 |
|
2024
Q4 | $34K | Sell |
474
-767
| -62% | -$55K | ﹤0.01% | 3085 |
|
2024
Q3 | $105K | Sell |
1,241
-171
| -12% | -$14.5K | ﹤0.01% | 2168 |
|
2024
Q2 | $113K | Buy |
1,412
+115
| +9% | +$9.2K | ﹤0.01% | 1895 |
|
2024
Q1 | $113K | Buy |
1,297
+407
| +46% | +$35.5K | ﹤0.01% | 1801 |
|
2023
Q4 | $71K | Sell |
890
-16
| -2% | -$1.28K | ﹤0.01% | 1968 |
|
2023
Q3 | $67K | Buy |
906
+302
| +50% | +$22.3K | ﹤0.01% | 1893 |
|
2023
Q2 | $55K | Buy |
604
+85
| +16% | +$7.74K | ﹤0.01% | 1908 |
|
2023
Q1 | $42K | Buy |
519
+38
| +8% | +$3.08K | ﹤0.01% | 1992 |
|
2022
Q4 | $34K | Buy |
481
+137
| +40% | +$9.68K | ﹤0.01% | 2004 |
|
2022
Q3 | $20K | Sell |
344
-17
| -5% | -$988 | ﹤0.01% | 2232 |
|
2022
Q2 | $19K | Sell |
361
-128
| -26% | -$6.74K | ﹤0.01% | 2157 |
|
2022
Q1 | $30K | Buy |
489
+87
| +22% | +$5.34K | ﹤0.01% | 1845 |
|
2021
Q4 | $28K | Buy |
+402
| New | +$28K | ﹤0.01% | 1809 |
|
2021
Q2 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2021
Q1 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2020
Q4 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2020
Q3 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2020
Q2 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2020
Q1 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2019
Q4 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2019
Q3 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2019
Q2 | $31K | Hold |
387
| – | – | ﹤0.01% | 1603 |
|
2019
Q1 | $31K | Buy |
387
+245
| +173% | +$19.6K | ﹤0.01% | 1603 |
|
2018
Q4 | $5K | Buy |
142
+7
| +5% | +$246 | ﹤0.01% | 1540 |
|
2018
Q3 | $7K | Buy |
135
+43
| +47% | +$2.23K | ﹤0.01% | 1262 |
|
2018
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 1248 |
|
2018
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 1066 |
|
2017
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 1104 |
|
2017
Q3 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 1161 |
|
2017
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1310 |
|
2016
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1075 |
|