Burt Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Burt Wealth Advisors’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-331	Closed	-$205K	–	118
2024 Q3	$205K	Buy	+331	New	+$196K	0.05%	116
2021 Q1	–	Sell	-274	Closed	-$128K	–	335
2020 Q4	$128K	Hold	274	–	–	0.04%	112
2020 Q3	$121K	Hold	274	–	–	0.05%	111
2020 Q2	$99K	Hold	274	–	–	0.04%	122
2020 Q1	$78K	Buy	274 +13	+5%	+$4.1K	0.04%	128
2019 Q4	$85K	Hold	261	–	–	0.03%	137
2019 Q3	$76K	Hold	261	–	–	0.03%	143
2019 Q2	$77K	Hold	261	–	–	0.03%	143
2019 Q1	$71K	Hold	261	–	–	0.03%	146
2018 Q4	$58K	Hold	261	–	–	0.03%	163
2018 Q3	$64K	Hold	261	–	–	0.03%	170
2018 Q2	$54K	Hold	261	–	–	0.03%	173
2018 Q1	$54K	Hold	261	–	–	0.03%	174
2017 Q4	$50K	Hold	261	–	–	0.03%	181
2017 Q3	$49K	Hold	261	–	–	0.03%	180
2017 Q2	$45K	Hold	261	–	–	0.03%	193
2017 Q1	$40K	Hold	261	–	–	0.03%	181
2016 Q4	$37K	Hold	261	–	–	0.03%	189
2016 Q3	$41K	Hold	261	–	–	0.04%	172
2016 Q2	$38K	Sell	261 -24	-8%	-$3.54K	0.04%	173
2016 Q1	$40K	Buy	+285	New	+$38.2K	0.04%	187

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burt Wealth Advisors's TMO Position: Q4 2024 in Review

Burt Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 331 shares — an estimated $205K sold.

Burt Wealth Advisors first reported a position in TMO in Q1 2016 and held it in 21 quarters. The position peaked at $205K in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

Burt Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
Burt Wealth Advisors sold 331 Thermo Fisher Scientific shares in Q4 2024, an estimated $205K.
Burt Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2016 and held it in 21 quarters.
Burt Wealth Advisors's Thermo Fisher Scientific position peaked at $205K in Q3 2024.
2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Burt Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.