LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Timken Company TKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
16,000
| – | – | 0.01% | 150 |
|
|
2025
Q1 | $1M | Hold |
16,000
| – | – | 0.01% | 155 |
|
|
2024
Q4 | $1.23M | Hold |
16,000
| – | – | 0.01% | 153 |
|
|
2024
Q3 | $1.36M | Hold |
16,000
| – | – | 0.01% | 149 |
|
|
2024
Q2 | $1.41M | Hold |
16,000
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $1.37M | Hold |
16,000
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $1.31M | Hold |
16,000
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $1.14M | Hold |
16,000
| – | – | 0.01% | 139 |
|
|
2023
Q2 | $1.46M | Hold |
16,000
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $1.31M | Hold |
16,000
| – | – | 0.02% | 138 |
|
|
2022
Q4 | $1.13M | Hold |
16,000
| – | – | 0.01% | 146 |
|
|
2022
Q3 | $945K | Hold |
16,000
| – | – | 0.01% | 151 |
|
|
2022
Q2 | $849K | Hold |
16,000
| – | – | 0.01% | 166 |
|
|
2022
Q1 | $971K | Hold |
16,000
| – | – | 0.01% | 164 |
|
|
2021
Q4 | $1.11M | Hold |
16,000
| – | – | 0.01% | 166 |
|
|
2021
Q3 | $1.05M | Hold |
16,000
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $1.29M | Hold |
16,000
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $1.3M | Hold |
16,000
| – | – | 0.01% | 146 |
|
|
2020
Q4 | $1.24M | Hold |
16,000
| – | – | 0.01% | 144 |
|
|
2020
Q3 | $868K | Hold |
16,000
| – | – | 0.01% | 152 |
|
|
2020
Q2 | $728K | Hold |
16,000
| – | – | 0.01% | 152 |
|
|
2020
Q1 | $517K | Hold |
16,000
| – | – | 0.01% | 171 |
|
|
2019
Q4 | $901K | Hold |
16,000
| – | – | 0.01% | 163 |
|
|
2019
Q3 | $696K | Sell |
16,000
-700
| -4% | -$30.5K | 0.01% | 177 |
|
|
2019
Q2 | $857K | Hold |
16,700
| – | – | 0.01% | 165 |
|
|
2019
Q1 | $728K | Hold |
16,700
| – | – | 0.01% | 170 |
|
|
2018
Q4 | $623K | Buy |
16,700
+700
| +4% | +$26.1K | 0.01% | 180 |
|
|
2018
Q3 | $798K | Hold |
16,000
| – | – | 0.01% | 172 |
|
|
2018
Q2 | $697K | Hold |
16,000
| – | – | 0.01% | 184 |
|
|
2018
Q1 | $730K | Hold |
16,000
| – | – | 0.01% | 184 |
|
|
2017
Q4 | $786K | Sell |
16,000
-14
| -0.1% | -$688 | 0.01% | 179 |
|
|
2017
Q3 | $777K | Buy |
16,014
+14
| +0.1% | +$679 | 0.02% | 171 |
|
|
2017
Q2 | $728K | Hold |
16,000
| – | – | 0.01% | 169 |
|
|
2017
Q1 | $723K | Hold |
16,000
| – | – | 0.02% | 172 |
|
|
2016
Q4 | $635K | Hold |
16,000
| – | – | 0.01% | 178 |
|
|
2016
Q3 | $562K | Hold |
16,000
| – | – | 0.01% | 183 |
|
|
2016
Q2 | $491K | Hold |
16,000
| – | – | 0.01% | 186 |
|
|
2016
Q1 | $536K | Hold |
16,000
| – | – | 0.01% | 181 |
|
|
2015
Q4 | $457K | Hold |
16,000
| – | – | 0.01% | 206 |
|
|
2015
Q3 | $585K | Hold |
16,000
| – | – | 0.01% | 192 |
|
|
2015
Q2 | $585K | Hold |
16,000
| – | – | 0.01% | 192 |
|
|
2015
Q1 | $674K | Hold |
16,000
| – | – | 0.02% | 183 |
|
|
2014
Q4 | $683K | Hold |
16,000
| – | – | 0.02% | 169 |
|
|
2014
Q3 | $678K | Hold |
16,000
| – | – | 0.02% | 164 |
|
|
2014
Q2 | $1.09M | Hold |
16,000
| – | – | 0.03% | 147 |
|
|
2014
Q1 | $940K | Hold |
16,000
| – | – | 0.03% | 153 |
|
|
2013
Q4 | $881K | Hold |
16,000
| – | – | 0.02% | 154 |
|
|
2013
Q3 | $966K | Hold |
16,000
| – | – | 0.03% | 145 |
|
|
2013
Q2 | $900K | Buy |
+16,000
| New | +$900K | 0.03% | 155 |
|