BWA
Burt Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-331
| Closed | -$205K | – | 118 |
|
|
2024
Q3 | $205K | Buy |
+331
| New | +$205K | 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% | +$3.7K | 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% | -$3.49K | 0.04% | 173 |
|
|
2016
Q1 | $40K | Buy |
+285
| New | +$40K | 0.04% | 187 |
|