JFS Wealth Advisors’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 | $18.9K | Sell |
260
-1
| -0.4% | -$73 | ﹤0.01% | 668 |
|
2025
Q1 | $18.8K | Hold |
261
| – | – | ﹤0.01% | 675 |
|
2024
Q4 | $18.6K | Hold |
261
| – | – | ﹤0.01% | 666 |
|
2024
Q3 | $22K | Buy |
261
+2
| +0.8% | +$169 | ﹤0.01% | 620 |
|
2024
Q2 | $20.8K | Hold |
259
| – | – | ﹤0.01% | 595 |
|
2024
Q1 | $22.6K | Hold |
259
| – | – | ﹤0.01% | 602 |
|
2023
Q4 | $20.8K | Sell |
259
-7
| -3% | -$561 | ﹤0.01% | 574 |
|
2023
Q3 | $19.5K | Hold |
266
| – | – | ﹤0.01% | 555 |
|
2023
Q2 | $24.3K | Sell |
266
-6
| -2% | -$549 | ﹤0.01% | 498 |
|
2023
Q1 | $22.2K | Buy |
272
+8
| +3% | +$654 | ﹤0.01% | 507 |
|
2022
Q4 | $18.7K | Buy |
264
+6
| +2% | +$424 | ﹤0.01% | 548 |
|
2022
Q3 | $15K | Sell |
258
-22
| -8% | -$1.28K | ﹤0.01% | 633 |
|
2022
Q2 | $15K | Buy |
280
+42
| +18% | +$2.25K | ﹤0.01% | 653 |
|
2022
Q1 | $14K | Buy |
238
+19
| +9% | +$1.12K | ﹤0.01% | 699 |
|
2021
Q4 | $15K | Buy |
219
+19
| +10% | +$1.3K | ﹤0.01% | 622 |
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 611 |
|
2021
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
2021
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
2020
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
2020
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
2020
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 384 |
|
2019
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 367 |
|
2019
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 378 |
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 367 |
|
2019
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 377 |
|
2018
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 376 |
|