Creative Planning’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 | $751K | Buy |
10,351
+1,366
| +15% | +$99.1K | ﹤0.01% | 2088 |
|
|
2025
Q1 | $646K | Buy |
8,985
+104
| +1% | +$7.47K | ﹤0.01% | 2064 |
|
|
2024
Q4 | $634K | Sell |
8,881
-1,257
| -12% | -$89.7K | ﹤0.01% | 2007 |
|
|
2024
Q3 | $855K | Buy |
10,138
+1,015
| +11% | +$85.6K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $731K | Buy |
9,123
+150
| +2% | +$12K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $784K | Buy |
8,973
+1,299
| +17% | +$114K | ﹤0.01% | 1514 |
|
|
2023
Q4 | $615K | Buy |
7,674
+2,276
| +42% | +$182K | ﹤0.01% | 1553 |
|
|
2023
Q3 | $397K | Sell |
5,398
-1,356
| -20% | -$99.6K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $618K | Buy |
6,754
+593
| +10% | +$54.3K | ﹤0.01% | 1414 |
|
|
2023
Q1 | $503K | Sell |
6,161
-922
| -13% | -$75.3K | ﹤0.01% | 1458 |
|
|
2022
Q4 | $501K | Sell |
7,083
-542
| -7% | -$38.3K | ﹤0.01% | 1421 |
|
|
2022
Q3 | $450K | Buy |
7,625
+2,169
| +40% | +$128K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $289K | Sell |
5,456
-398
| -7% | -$21.1K | ﹤0.01% | 1632 |
|
|
2022
Q1 | $355K | Buy |
5,854
+144
| +3% | +$8.73K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $396K | Sell |
5,710
-346
| -6% | -$24K | ﹤0.01% | 1442 |
|
|
2021
Q3 | $396K | Sell |
6,056
-450
| -7% | -$29.4K | ﹤0.01% | 1434 |
|
|
2021
Q2 | $524K | Buy |
6,506
+268
| +4% | +$21.6K | ﹤0.01% | 1252 |
|
|
2021
Q1 | $506K | Buy |
6,238
+280
| +5% | +$22.7K | ﹤0.01% | 1408 |
|
|
2020
Q4 | $461K | Sell |
5,958
-78
| -1% | -$6.04K | ﹤0.01% | 1349 |
|
|
2020
Q3 | $327K | Buy |
6,036
+18
| +0.3% | +$975 | ﹤0.01% | 1346 |
|
|
2020
Q2 | $274K | Buy |
+6,018
| New | +$274K | ﹤0.01% | 1349 |
|
|
2020
Q1 | – | Sell |
-6,486
| Closed | -$365K | – | 1903 |
|
|
2019
Q4 | $365K | Sell |
6,486
-342
| -5% | -$19.2K | ﹤0.01% | 1280 |
|
|
2019
Q3 | $297K | Buy |
6,828
+325
| +5% | +$14.1K | ﹤0.01% | 1359 |
|
|
2019
Q2 | $334K | Sell |
6,503
-75
| -1% | -$3.85K | ﹤0.01% | 1297 |
|
|
2019
Q1 | $287K | Sell |
6,578
-6,493
| -50% | -$283K | ﹤0.01% | 1339 |
|
|
2018
Q4 | $488K | Buy |
13,071
+6,069
| +87% | +$227K | ﹤0.01% | 973 |
|
|
2018
Q3 | $349K | Buy |
+7,002
| New | +$349K | ﹤0.01% | 1293 |
|
|
2018
Q1 | – | Sell |
-4,281
| Closed | -$210K | – | 1976 |
|
|
2017
Q4 | $210K | Buy |
+4,281
| New | +$210K | ﹤0.01% | 1563 |
|
|
2017
Q3 | – | Sell |
-896
| Closed | -$41K | – | 3447 |
|
|
2017
Q2 | $41K | Buy |
896
+146
| +19% | +$6.68K | ﹤0.01% | 2649 |
|
|
2017
Q1 | $34K | Buy |
750
+400
| +114% | +$18.1K | ﹤0.01% | 2725 |
|
|
2016
Q4 | $14K | Buy |
350
+79
| +29% | +$3.16K | ﹤0.01% | 3283 |
|
|
2016
Q3 | $10K | Hold |
271
| – | – | ﹤0.01% | 3474 |
|
|
2016
Q2 | $8K | Sell |
271
-61
| -18% | -$1.8K | ﹤0.01% | 3344 |
|
|
2016
Q1 | $11K | Sell |
332
-100
| -23% | -$3.31K | ﹤0.01% | 3149 |
|
|
2015
Q4 | $12K | Sell |
432
-631
| -59% | -$17.5K | ﹤0.01% | 3147 |
|
|
2015
Q3 | $29K | Buy |
+1,063
| New | +$29K | ﹤0.01% | 2433 |
|
|
2015
Q2 | – | Sell |
-639
| Closed | -$27K | – | 2712 |
|
|
2015
Q1 | $27K | Buy |
639
+207
| +48% | +$8.75K | ﹤0.01% | 2461 |
|
|
2014
Q4 | $18K | Buy |
432
+100
| +30% | +$4.17K | ﹤0.01% | 2705 |
|
|
2014
Q3 | $14K | Sell |
332
-206
| -38% | -$8.69K | ﹤0.01% | 2719 |
|
|
2014
Q2 | $26K | Sell |
538
-205
| -28% | -$9.91K | ﹤0.01% | 2312 |
|
|
2014
Q1 | $31K | Sell |
743
-2,916
| -80% | -$122K | ﹤0.01% | 2105 |
|
|
2013
Q4 | $144K | Sell |
3,659
-697
| -16% | -$27.4K | ﹤0.01% | 1006 |
|
|
2013
Q3 | $188K | Buy |
4,356
+201
| +5% | +$8.68K | ﹤0.01% | 798 |
|
|
2013
Q2 | $167K | Buy |
+4,155
| New | +$167K | ﹤0.01% | 745 |
|