Mark Sheptoff Financial Planning’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 | $919K | Hold |
12,513
| – | – | 0.49% | 37 |
|
|
2025
Q1 | $919K | Hold |
12,513
| – | – | 0.51% | 39 |
|
|
2024
Q4 | $919K | Hold |
12,513
| – | – | 0.49% | 38 |
|
|
2024
Q3 | $919K | Hold |
12,513
| – | – | 0.49% | 40 |
|
|
2024
Q2 | $919K | Hold |
12,513
| – | – | 0.51% | 40 |
|
|
2024
Q1 | $919K | Hold |
12,513
| – | – | 0.51% | 39 |
|
|
2023
Q4 | $919K | Hold |
12,513
| – | – | 0.55% | 33 |
|
|
2023
Q3 | $919K | Hold |
12,513
| – | – | 0.59% | 30 |
|
|
2023
Q2 | $919K | Hold |
12,513
| – | – | 0.52% | 36 |
|
|
2023
Q1 | $919K | Hold |
12,513
| – | – | 0.53% | 36 |
|
|
2022
Q4 | $919K | Hold |
12,513
| – | – | 0.54% | 37 |
|
|
2022
Q3 | $919K | Hold |
12,513
| – | – | 0.56% | 37 |
|
|
2022
Q2 | $919K | Hold |
12,513
| – | – | 0.53% | 39 |
|
|
2022
Q1 | $919K | Hold |
12,513
| – | – | 0.46% | 45 |
|
|
2021
Q4 | $919K | Hold |
12,513
| – | – | 0.44% | 44 |
|
|
2021
Q3 | $919K | Hold |
12,513
| – | – | 0.51% | 40 |
|
|
2021
Q2 | $919K | Hold |
12,513
| – | – | 0.49% | 40 |
|
|
2021
Q1 | $919K | Hold |
12,513
| – | – | 0.53% | 36 |
|
|
2020
Q4 | $919K | Sell |
12,513
-3,225
| -20% | -$237K | 0.52% | 40 |
|
|
2020
Q3 | $853K | Sell |
15,738
-3,000
| -16% | -$163K | 0.52% | 38 |
|
|
2020
Q2 | $852K | Hold |
18,738
| – | – | 0.55% | 39 |
|
|
2020
Q1 | $606K | Sell |
18,738
-1,000
| -5% | -$32.3K | 0.46% | 44 |
|
|
2019
Q4 | $1.11M | Hold |
19,738
| – | – | 0.7% | 35 |
|
|
2019
Q3 | $859K | Hold |
19,738
| – | – | 0.58% | 37 |
|
|
2019
Q2 | $1.01M | Hold |
19,738
| – | – | 0.69% | 34 |
|
|
2019
Q1 | $861K | Hold |
19,738
| – | – | 0.62% | 35 |
|
|
2018
Q4 | $737K | Hold |
19,738
| – | – | 0.61% | 36 |
|
|
2018
Q3 | $984K | Hold |
19,738
| – | – | 0.67% | 39 |
|
|
2018
Q2 | $860K | Hold |
19,738
| – | – | 0.64% | 39 |
|
|
2018
Q1 | $900K | Hold |
19,738
| – | – | 0.62% | 42 |
|
|
2017
Q4 | $970K | Hold |
19,738
| – | – | 0.63% | 48 |
|
|
2017
Q3 | $958K | Hold |
19,738
| – | – | 0.64% | 42 |
|
|
2017
Q2 | $913K | Sell |
19,738
-1
| -0% | -$46 | 0.63% | 45 |
|
|
2017
Q1 | $892K | Buy |
19,739
+1
| +0% | +$45 | 0.64% | 44 |
|
|
2016
Q4 | $784K | Hold |
19,738
| – | – | 0.58% | 46 |
|
|
2016
Q3 | $694K | Hold |
19,738
| – | – | 0.52% | 48 |
|
|
2016
Q2 | $605K | Hold |
19,738
| – | – | 0.45% | 56 |
|
|
2016
Q1 | $661K | Hold |
19,738
| – | – | 0.54% | 46 |
|
|
2015
Q4 | $564K | Hold |
19,738
| – | – | 0.46% | 59 |
|
|
2015
Q3 | $543K | Sell |
19,738
-350
| -2% | -$9.63K | 0.48% | 55 |
|
|
2015
Q2 | $735K | Sell |
20,088
-350
| -2% | -$12.8K | 0.59% | 49 |
|
|
2015
Q1 | $861K | Sell |
20,438
-1,500
| -7% | -$63.2K | 0.72% | 40 |
|
|
2014
Q4 | $936K | Hold |
21,938
| – | – | 0.83% | 34 |
|
|
2014
Q3 | $930K | Sell |
21,938
-8,360
| -28% | -$354K | 0.82% | 35 |
|
|
2014
Q2 | $1.47M | Sell |
30,298
-4,191
| -12% | -$203K | 1.26% | 23 |
|
|
2014
Q1 | $1.45M | Buy |
+34,489
| New | +$1.45M | 1.28% | 22 |
|