Alera Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $855K | Sell |
1,383
-67
| -5% | -$41.4K | 0.1% | 85 |
|
|
2024
Q2 | $802K | Sell |
1,450
-411
| -22% | -$227K | 0.1% | 88 |
|
|
2024
Q1 | $1.08M | Sell |
1,861
-51
| -3% | -$29.6K | 0.15% | 54 |
|
|
2023
Q4 | $1.01M | Sell |
1,912
-128
| -6% | -$67.9K | 0.13% | 55 |
|
|
2023
Q3 | $1.03M | Sell |
2,040
-28
| -1% | -$14.2K | 0.17% | 46 |
|
|
2023
Q2 | $1.08M | Sell |
2,068
-27
| -1% | -$14.1K | 0.23% | 45 |
|
|
2023
Q1 | $1.21M | Sell |
2,095
-476
| -19% | -$274K | 0.28% | 35 |
|
|
2022
Q4 | $1.42M | Sell |
2,571
-30
| -1% | -$16.5K | 0.33% | 33 |
|
|
2022
Q3 | $1.32M | Buy |
2,601
+35
| +1% | +$17.8K | 0.37% | 32 |
|
|
2022
Q2 | $1.39M | Buy |
2,566
+27
| +1% | +$14.7K | 0.39% | 31 |
|
|
2022
Q1 | $1.5M | Buy |
2,539
+2,012
| +382% | +$1.19M | 0.34% | 33 |
|
|
2021
Q4 | $352K | Buy |
527
+41
| +8% | +$27.4K | 0.1% | 68 |
|
|
2021
Q3 | $278K | Hold |
486
| – | – | 0.08% | 85 |
|
|
2021
Q2 | $245K | Buy |
486
+40
| +9% | +$20.2K | 0.07% | 86 |
|
|
2021
Q1 | $204K | Hold |
446
| – | – | 0.07% | 86 |
|
|
2020
Q4 | $208K | Buy |
+446
| New | +$208K | 0.07% | 83 |
|
|
2019
Q2 | – | Sell |
-544
| Closed | -$149K | – | 917 |
|
|
2019
Q1 | $149K | Buy |
+544
| New | +$149K | 0.07% | 85 |
|