Bowie Capital Management’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
Sell
-43,400
Closed -$24M 31
2024
Q2
$24M Sell
43,400
-39,558
-48% -$21.9M 1.47% 22
2024
Q1
$48.2M Buy
82,958
+4,642
+6% +$2.7M 3.61% 15
2023
Q4
$41.6M Buy
78,316
+14,613
+23% +$7.76M 4.7% 10
2023
Q3
$32.2M Buy
63,703
+19,373
+44% +$9.81M 2.75% 10
2023
Q2
$23.1M Buy
+44,330
New +$23.1M 2.71% 18