Holistic Financial Partners’s Timken Company TKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.08M Hold
2025
Q2
$2.01M Buy
2025
Q1
$1.87M Hold
2024
Q4
$1.86M Hold
2024
Q3
$2.19M Hold
2024
Q2
$2.08M Buy
2024
Q1
$2.11M Hold
2023
Q4
$1.94M Hold
2023
Q3
$1.78M Buy
2023
Q2
$2.21M Buy
2023
Q1
$1.79M Hold
2022
Q4
$1.54M Hold
2022
Q3
$1.29M Hold
2022
Q2
$1.16M Buy
2022
Q1
$1.25M Hold
2021
Q4
$1.42M Hold
2021
Q3
$1.34M Buy
2021
Q2
$1.39M Buy
2021
Q1
$1.31M Buy
2020
Q4
$1.03M Hold
2020
Q3
$719K Hold
2020
Q2
$603K Hold
2020
Q1
$429K Hold
2019
Q4
$747K Hold
2019
Q3
$577K Buy