DWM
Diversify Wealth Management’s Timken Company TKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
3,576
-219
| -6% | -$16.8K | 0.02% | 471 |
|
|
2025
Q1 | $248K | Sell |
3,795
-416
| -10% | -$27.2K | 0.02% | 464 |
|
|
2024
Q4 | $306K | Sell |
4,211
-231
| -5% | -$16.8K | 0.02% | 429 |
|
|
2024
Q3 | $374K | Sell |
4,442
-413
| -9% | -$34.7K | 0.04% | 360 |
|
|
2024
Q2 | $393K | Buy |
+4,855
| New | +$393K | 0.05% | 317 |
|