AWA
ARS Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $715K | Sell |
1,417
-102
| -7% | -$51.5K | 0.13% | 62 |
|
2021
Q1 | $693K | Sell |
1,519
-60
| -4% | -$27.4K | 0.15% | 56 |
|
2020
Q4 | $736K | Buy |
1,579
+35
| +2% | +$16.3K | 0.16% | 53 |
|
2020
Q3 | $682K | Sell |
1,544
-228
| -13% | -$101K | 0.19% | 49 |
|
2020
Q2 | $642K | Sell |
1,772
-130
| -7% | -$47.1K | 0.2% | 53 |
|
2020
Q1 | $539K | Hold |
1,902
| – | – | 0.23% | 50 |
|
2019
Q4 | $618K | Hold |
1,902
| – | – | 0.18% | 56 |
|
2019
Q3 | $554K | Hold |
1,902
| – | – | 0.18% | 57 |
|
2019
Q2 | $559K | Sell |
1,902
-15
| -0.8% | -$4.41K | 0.18% | 58 |
|
2019
Q1 | $525K | Sell |
1,917
-435
| -18% | -$119K | 0.17% | 65 |
|
2018
Q4 | $526K | Hold |
2,352
| – | – | 0.19% | 63 |
|
2018
Q3 | $574K | Hold |
2,352
| – | – | 0.19% | 65 |
|
2018
Q2 | $487K | Hold |
2,352
| – | – | 0.18% | 61 |
|
2018
Q1 | $486K | Hold |
2,352
| – | – | 0.18% | 69 |
|
2017
Q4 | $447K | Sell |
2,352
-43
| -2% | -$8.17K | 0.17% | 79 |
|
2017
Q3 | $453K | Hold |
2,395
| – | – | 0.18% | 72 |
|
2017
Q2 | $418K | Buy |
2,395
+1
| +0% | +$175 | 0.17% | 72 |
|
2017
Q1 | $368K | Sell |
2,394
-562
| -19% | -$86.4K | 0.16% | 75 |
|
2016
Q4 | $417K | Sell |
2,956
-847
| -22% | -$119K | 0.19% | 57 |
|
2016
Q3 | $605K | Buy |
3,803
+10
| +0.3% | +$1.59K | 0.26% | 46 |
|
2016
Q2 | $560K | Buy |
3,793
+793
| +26% | +$117K | 0.24% | 43 |
|
2016
Q1 | $425K | Hold |
3,000
| – | – | 0.2% | 48 |
|
2015
Q4 | $426K | Hold |
3,000
| – | – | 0.22% | 47 |
|
2015
Q3 | $367K | Hold |
3,000
| – | – | 0.19% | 46 |
|
2015
Q2 | $389K | Hold |
3,000
| – | – | 0.17% | 46 |
|
2015
Q1 | $403K | Hold |
3,000
| – | – | 0.17% | 45 |
|
2014
Q4 | $376K | Hold |
3,000
| – | – | 0.16% | 46 |
|
2014
Q3 | $365K | Hold |
3,000
| – | – | 0.17% | 45 |
|
2014
Q2 | $354K | Hold |
3,000
| – | – | 0.17% | 43 |
|
2014
Q1 | $361K | Sell |
3,000
-1,000
| -25% | -$120K | 0.22% | 36 |
|
2013
Q4 | $445K | Buy |
+4,000
| New | +$445K | 0.27% | 34 |
|