Sendero Wealth Management’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 | $500K | Hold |
6,891
| – | – | 0.06% | 141 |
|
|
2025
Q1 | $495K | Buy |
6,891
+1,024
| +17% | +$73.6K | 0.07% | 136 |
|
|
2024
Q4 | $419K | Hold |
5,867
| – | – | 0.06% | 140 |
|
|
2024
Q3 | $495K | Hold |
5,867
| – | – | 0.08% | 123 |
|
|
2024
Q2 | $470K | Hold |
5,867
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $513K | Hold |
5,867
| – | – | 0.09% | 124 |
|
|
2023
Q4 | $470K | Buy |
5,867
+1,667
| +40% | +$134K | 0.09% | 123 |
|
|
2023
Q3 | $309K | Buy |
+4,200
| New | +$309K | 0.07% | 133 |
|