Alta Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-948
| Closed | -$493K | – | 148 |
|
2024
Q4 | $493K | Buy |
948
+78
| +9% | +$40.6K | 0.22% | 87 |
|
2024
Q3 | $538K | Buy |
870
+32
| +4% | +$19.8K | 0.25% | 81 |
|
2024
Q2 | $464K | Sell |
838
-18
| -2% | -$9.96K | 0.23% | 81 |
|
2024
Q1 | $498K | Buy |
856
+17
| +2% | +$9.89K | 0.25% | 78 |
|
2023
Q4 | $446K | Sell |
839
-34
| -4% | -$18.1K | 0.25% | 84 |
|
2023
Q3 | $442K | Sell |
873
-78
| -8% | -$39.5K | 0.27% | 92 |
|
2023
Q2 | $496K | Sell |
951
-6
| -0.6% | -$3.13K | 0.29% | 92 |
|
2023
Q1 | $552K | Hold |
957
| – | – | 0.35% | 84 |
|
2022
Q4 | $527K | Sell |
957
-9
| -0.9% | -$4.96K | 0.36% | 91 |
|
2022
Q3 | $490K | Sell |
966
-9
| -0.9% | -$4.57K | 0.35% | 86 |
|
2022
Q2 | $527K | Sell |
975
-15
| -2% | -$8.11K | 0.37% | 85 |
|
2022
Q1 | $585K | Sell |
990
-28
| -3% | -$16.5K | 0.35% | 90 |
|
2021
Q4 | $680K | Buy |
1,018
+99
| +11% | +$66.1K | 0.42% | 76 |
|
2021
Q3 | $525K | Hold |
919
| – | – | 0.38% | 92 |
|
2021
Q2 | $464K | Sell |
919
-6
| -0.6% | -$3.03K | 0.34% | 100 |
|
2021
Q1 | $422K | Hold |
925
| – | – | 0.35% | 97 |
|
2020
Q4 | $431K | Buy |
+925
| New | +$431K | 0.36% | 88 |
|