Appleton Partners’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
Q2 | $14M | Sell |
34,512
-1,365
| -4% | -$553K | 0.99% | 28 |
|
|
2025
Q1 | $17.9M | Sell |
35,877
-271
| -0.7% | -$135K | 1.38% | 16 |
|
|
2024
Q4 | $18.8M | Sell |
36,148
-493
| -1% | -$256K | 1.39% | 14 |
|
|
2024
Q3 | $22.7M | Sell |
36,641
-524
| -1% | -$324K | 1.67% | 12 |
|
|
2024
Q2 | $20.6M | Sell |
37,165
-549
| -1% | -$304K | 1.58% | 13 |
|
|
2024
Q1 | $21.9M | Sell |
37,714
-2,716
| -7% | -$1.58M | 1.7% | 13 |
|
|
2023
Q4 | $21.5M | Sell |
40,430
-198
| -0.5% | -$105K | 1.73% | 12 |
|
|
2023
Q3 | $20.6M | Sell |
40,628
-987
| -2% | -$500K | 1.83% | 11 |
|
|
2023
Q2 | $21.7M | Sell |
41,615
-2,107
| -5% | -$1.1M | 1.83% | 10 |
|
|
2023
Q1 | $25.2M | Sell |
43,722
-1,436
| -3% | -$828K | 2.24% | 7 |
|
|
2022
Q4 | $24.9M | Sell |
45,158
-728
| -2% | -$401K | 2.36% | 7 |
|
|
2022
Q3 | $23.3M | Sell |
45,886
-1,246
| -3% | -$632K | 2.33% | 7 |
|
|
2022
Q2 | $25.6M | Sell |
47,132
-21
| -0% | -$11.4K | 2.42% | 6 |
|
|
2022
Q1 | $27.9M | Sell |
47,153
-1,730
| -4% | -$1.02M | 2.28% | 7 |
|
|
2021
Q4 | $32.6M | Sell |
48,883
-481
| -1% | -$321K | 2.46% | 7 |
|
|
2021
Q3 | $28.2M | Sell |
49,364
-761
| -2% | -$435K | 2.35% | 7 |
|
|
2021
Q2 | $25.3M | Sell |
50,125
-1,301
| -3% | -$656K | 2.15% | 9 |
|
|
2021
Q1 | $23.5M | Sell |
51,426
-671
| -1% | -$306K | 2.18% | 10 |
|
|
2020
Q4 | $24.3M | Sell |
52,097
-687
| -1% | -$320K | 2.39% | 8 |
|
|
2020
Q3 | $23.3M | Sell |
52,784
-353
| -0.7% | -$156K | 2.57% | 8 |
|
|
2020
Q2 | $19.3M | Sell |
53,137
-983
| -2% | -$356K | 2.31% | 9 |
|
|
2020
Q1 | $15.3M | Sell |
54,120
-638
| -1% | -$181K | 2.13% | 9 |
|
|
2019
Q4 | $17.8M | Buy |
54,758
+616
| +1% | +$200K | 1.95% | 9 |
|
|
2019
Q3 | $15.8M | Buy |
54,142
+532
| +1% | +$155K | 1.9% | 9 |
|
|
2019
Q2 | $15.7M | Buy |
53,610
+1,642
| +3% | +$482K | 1.95% | 9 |
|
|
2019
Q1 | $14.2M | Sell |
51,968
-594
| -1% | -$163K | 1.89% | 9 |
|
|
2018
Q4 | $11.8M | Buy |
52,562
+1,490
| +3% | +$333K | 1.76% | 11 |
|
|
2018
Q3 | $12.5M | Sell |
51,072
-886
| -2% | -$216K | 1.66% | 10 |
|
|
2018
Q2 | $10.8M | Sell |
51,958
-179
| -0.3% | -$37.1K | 1.54% | 11 |
|
|
2018
Q1 | $10.8M | Sell |
52,137
-276
| -0.5% | -$57K | 1.63% | 9 |
|
|
2017
Q4 | $9.95M | Buy |
52,413
+463
| +0.9% | +$87.9K | 1.54% | 9 |
|
|
2017
Q3 | $9.83M | Sell |
51,950
-625
| -1% | -$118K | 1.66% | 9 |
|
|
2017
Q2 | $9.17M | Sell |
52,575
-687
| -1% | -$120K | 1.54% | 10 |
|
|
2017
Q1 | $8.18M | Sell |
53,262
-6,740
| -11% | -$1.04M | 1.51% | 11 |
|
|
2016
Q4 | $8.47M | Sell |
60,002
-3,473
| -5% | -$490K | 1.71% | 8 |
|
|
2016
Q3 | $10.1M | Sell |
63,475
-2,721
| -4% | -$433K | 1.9% | 6 |
|
|
2016
Q2 | $9.78M | Sell |
66,196
-1,396
| -2% | -$206K | 2% | 6 |
|
|
2016
Q1 | $9.57M | Buy |
67,592
+533
| +0.8% | +$75.5K | 1.89% | 8 |
|
|
2015
Q4 | $9.51M | Buy |
67,059
+1,014
| +2% | +$144K | 1.88% | 7 |
|
|
2015
Q3 | $8.08M | Buy |
66,045
+558
| +0.9% | +$68.2K | 1.84% | 10 |
|
|
2015
Q2 | $8.5M | Sell |
65,487
-25
| -0% | -$3.24K | 1.9% | 10 |
|
|
2015
Q1 | $8.8M | Buy |
65,512
+2,429
| +4% | +$326K | 1.98% | 8 |
|
|
2014
Q4 | $7.9M | Buy |
63,083
+4,306
| +7% | +$540K | 1.81% | 12 |
|
|
2014
Q3 | $7.15M | Buy |
58,777
+53,787
| +1,078% | +$6.55M | 1.67% | 15 |
|
|
2014
Q2 | $589K | Buy |
4,990
+738
| +17% | +$87.1K | 0.14% | 112 |
|
|
2014
Q1 | $511K | Hold |
4,252
| – | – | 0.12% | 115 |
|
|
2013
Q4 | $473K | Hold |
4,252
| – | – | 0.11% | 108 |
|
|
2013
Q3 | $392K | Hold |
4,252
| – | – | 0.11% | 110 |
|
|
2013
Q2 | $360K | Buy |
+4,252
| New | +$360K | 0.1% | 105 |
|