J.P. Morgan Private Wealth Advisors’s Timken Company TKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.23M | Sell |
16,785
-270
| -2% | -$19.8K | ﹤0.01% | 903 |
|
|
2023
Q2 | $1.56M | Sell |
17,055
-2,423
| -12% | -$222K | 0.01% | 646 |
|
|
2023
Q1 | $1.59M | Buy |
19,478
+141
| +0.7% | +$11.5K | ﹤0.01% | 968 |
|
|
2022
Q4 | $1.37M | Buy |
19,337
+1,349
| +7% | +$95.3K | ﹤0.01% | 998 |
|
|
2022
Q3 | $1.06M | Buy |
17,988
+1,523
| +9% | +$89.9K | ﹤0.01% | 1102 |
|
|
2022
Q2 | $873K | Buy |
16,465
+985
| +6% | +$52.2K | ﹤0.01% | 1205 |
|
|
2022
Q1 | $940K | Buy |
15,480
+5,202
| +51% | +$316K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $712K | Buy |
10,278
+2,659
| +35% | +$184K | ﹤0.01% | 1401 |
|
|
2021
Q3 | $498K | Buy |
7,619
+82
| +1% | +$5.36K | ﹤0.01% | 1498 |
|
|
2021
Q2 | $607K | Buy |
7,537
+3,272
| +77% | +$264K | ﹤0.01% | 1406 |
|
|
2021
Q1 | $346K | Buy |
4,265
+611
| +17% | +$49.6K | ﹤0.01% | 1467 |
|
|
2020
Q4 | $283K | Sell |
3,654
-920
| -20% | -$71.3K | ﹤0.01% | 1523 |
|
|
2020
Q3 | $248K | Buy |
+4,574
| New | +$248K | ﹤0.01% | 1433 |
|
|
2020
Q1 | – | Sell |
-4,477
| Closed | -$252K | – | 1535 |
|
|
2019
Q4 | $252K | Sell |
4,477
-287
| -6% | -$16.2K | ﹤0.01% | 1311 |
|
|
2019
Q3 | $207K | Sell |
4,764
-726
| -13% | -$31.5K | ﹤0.01% | 1337 |
|
|
2019
Q2 | $282K | Sell |
5,490
-1,292
| -19% | -$66.4K | ﹤0.01% | 1174 |
|
|
2019
Q1 | $296K | Buy |
6,782
+957
| +16% | +$41.8K | ﹤0.01% | 1215 |
|
|
2018
Q4 | $217K | Sell |
5,825
-3,224
| -36% | -$120K | ﹤0.01% | 1310 |
|
|
2018
Q3 | $452K | Sell |
9,049
-932
| -9% | -$46.6K | ﹤0.01% | 1106 |
|
|
2018
Q2 | $435K | Sell |
9,981
-1,841
| -16% | -$80.2K | ﹤0.01% | 1059 |
|
|
2018
Q1 | $539K | Sell |
11,822
-584
| -5% | -$26.6K | ﹤0.01% | 842 |
|
|
2017
Q4 | $610K | Sell |
12,406
-1,712
| -12% | -$84.2K | ﹤0.01% | 806 |
|
|
2017
Q3 | $685K | Sell |
14,118
-756
| -5% | -$36.7K | ﹤0.01% | 739 |
|
|
2017
Q2 | $687K | Buy |
+14,874
| New | +$687K | 0.01% | 719 |
|