Stansberry Asset Management’s Timken Company TKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.7M	Buy	185,824 +30,877	+20%	+$3.07M	1.92%	13
2025 Q4	$13M	Sell	154,947 -813	-0.5%	-$64.7K	1.32%	31
2025 Q3	$11.7M	Sell	155,760 -18,776	-11%	-$1.45M	1.23%	31
2025 Q2	$12.7M	Sell	174,536 -95,647	-35%	-$6.51M	1.38%	24
2025 Q1	$19.4M	Buy	270,183 +29,546	+12%	+$2.28M	2.33%	10
2024 Q4	$17.2M	Sell	240,637 -2,024	-0.8%	-$159K	2.23%	9
2024 Q3	$20.5M	Sell	242,661 -2,130	-0.9%	-$175K	2.55%	8
2024 Q2	$19.6M	Sell	244,791 -7,778	-3%	-$671K	2.57%	7
2024 Q1	$22.1M	Sell	252,569 -3,812	-1%	-$314K	2.98%	5
2023 Q4	$20.5M	Buy	256,381 +32,918	+15%	+$2.42M	3.41%	3
2023 Q3	$16.4M	Buy	+223,463	New	+$18.1M	2.87%	5