BMS Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$387K Sell
741
-329
-31% -$178K 0.25% 72
2023
Q1
$617K Sell
1,070
-231
-18% -$130K 0.43% 47
2022
Q4
$716K Sell
1,301
-36
-3% -$19.1K 0.48% 37
2022
Q3
$678K Buy
1,337
+1
+0.1% +$560 0.48% 36
2022
Q2
$726K Buy
1,336
+76
+6% +$41.8K 0.47% 31
2022
Q1
$744K Buy
1,260
+65
+5% +$37.3K 0.47% 36
2021
Q4
$797K Buy
+1,195
New +$746K 0.51% 31

Other funds holding TMO

BMS Financial Advisors's TMO Position: Q2 2023 in Review

BMS Financial Advisors reduced its Thermo Fisher Scientific (TMO) stake by 31% in Q2 2023, selling an estimated $178K and leaving 741 shares worth $387K. The position accounts for 0.25% of the portfolio, ranked #72.

BMS Financial Advisors first reported a position in TMO in Q4 2021 and has held it in 7 quarters since. The position peaked at $797K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

  • BMS Financial Advisors held 741 shares of Thermo Fisher Scientific worth $387K as of Q2 2023.
  • BMS Financial Advisors sold 329 Thermo Fisher Scientific shares in Q2 2023, an estimated $178K.
  • Thermo Fisher Scientific made up 0.25% of BMS Financial Advisors's portfolio in Q2 2023, its #72 holding.
  • BMS Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Thermo Fisher Scientific position peaked at $797K in Q4 2021.
  • 2,387 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.