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