Capital Directions Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $185K | Buy |
+336
| New | +$185K | 0.07% | 65 |
|
|
2022
Q3 | – | Sell |
-336
| Closed | -$183K | – | 69 |
|
|
2022
Q2 | $183K | Sell |
336
-56
| -14% | -$30.5K | 0.06% | 71 |
|
|
2022
Q1 | $232K | Buy |
392
+55
| +16% | +$32.6K | 0.07% | 67 |
|
|
2021
Q4 | $225K | Buy |
337
+21
| +7% | +$14K | 0.07% | 68 |
|
|
2021
Q3 | $181K | Hold |
316
| – | – | 0.06% | 66 |
|
|
2021
Q2 | $159K | Buy |
+316
| New | +$159K | 0.05% | 68 |
|
|
2021
Q1 | – | Sell |
-316
| Closed | -$147K | – | 336 |
|
|
2020
Q4 | $147K | Hold |
316
| – | – | 0.05% | 67 |
|
|
2020
Q3 | $140K | Hold |
316
| – | – | 0.05% | 67 |
|
|
2020
Q2 | $114K | Hold |
316
| – | – | 0.05% | 71 |
|
|
2020
Q1 | $90K | Hold |
316
| – | – | 0.04% | 79 |
|
|
2019
Q4 | $103K | Hold |
316
| – | – | 0.03% | 89 |
|
|
2019
Q3 | $92K | Buy |
+316
| New | +$92K | 0.03% | 87 |
|
|
2018
Q3 | – | Sell |
-206
| Closed | -$43K | – | 225 |
|
|
2018
Q2 | $43K | Buy |
+206
| New | +$43K | 0.02% | 76 |
|