Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
3,134
-198
| -6% | -$80.3K | 0.19% | 68 |
|
|
2025
Q1 | $1.66M | Sell |
3,332
-125
| -4% | -$62.2K | 0.26% | 60 |
|
|
2024
Q4 | $1.8M | Sell |
3,457
-7,299
| -68% | -$3.8M | 0.28% | 60 |
|
|
2024
Q3 | $6.65M | Buy |
10,756
+109
| +1% | +$67.4K | 1% | 26 |
|
|
2024
Q2 | $5.89M | Buy |
10,647
+101
| +1% | +$55.9K | 1.01% | 26 |
|
|
2024
Q1 | $6.13M | Sell |
10,546
-149
| -1% | -$86.6K | 1.08% | 25 |
|
|
2023
Q4 | $5.68M | Buy |
10,695
+146
| +1% | +$77.5K | 1.07% | 22 |
|
|
2023
Q3 | $5.34M | Sell |
10,549
-92
| -0.9% | -$46.6K | 1.11% | 23 |
|
|
2023
Q2 | $5.55M | Buy |
10,641
+18
| +0.2% | +$9.39K | 1.13% | 23 |
|
|
2023
Q1 | $6.12M | Sell |
10,623
-633
| -6% | -$365K | 1.3% | 19 |
|
|
2022
Q4 | $6.2M | Sell |
11,256
-171
| -1% | -$94.2K | 1.47% | 21 |
|
|
2022
Q3 | $5.8M | Buy |
11,427
+29
| +0.3% | +$14.7K | 1.56% | 20 |
|
|
2022
Q2 | $6.19M | Buy |
11,398
+39
| +0.3% | +$21.2K | 1.64% | 19 |
|
|
2022
Q1 | $6.71M | Sell |
11,359
-227
| -2% | -$134K | 1.43% | 19 |
|
|
2021
Q4 | $7.73M | Buy |
11,586
+19
| +0.2% | +$12.7K | 1.47% | 18 |
|
|
2021
Q3 | $6.61M | Sell |
11,567
-158
| -1% | -$90.3K | 1.37% | 17 |
|
|
2021
Q2 | $5.92M | Sell |
11,725
-356
| -3% | -$180K | 1.21% | 20 |
|
|
2021
Q1 | $5.51M | Sell |
12,081
-788
| -6% | -$360K | 1.24% | 22 |
|
|
2020
Q4 | $5.99M | Sell |
12,869
-717
| -5% | -$334K | 1.47% | 19 |
|
|
2020
Q3 | $6M | Buy |
13,586
+161
| +1% | +$71.1K | 1.64% | 17 |
|
|
2020
Q2 | $4.86M | Buy |
13,425
+130
| +1% | +$47.1K | 1.45% | 21 |
|
|
2020
Q1 | $3.77M | Sell |
13,295
-186
| -1% | -$52.7K | 1.41% | 20 |
|
|
2019
Q4 | $4.38M | Buy |
13,481
+59
| +0.4% | +$19.2K | 1.15% | 29 |
|
|
2019
Q3 | $3.91M | Sell |
13,422
-560
| -4% | -$163K | 1.14% | 27 |
|
|
2019
Q2 | $4.11M | Buy |
13,982
+59
| +0.4% | +$17.3K | 1.21% | 24 |
|
|
2019
Q1 | $3.81M | Buy |
13,923
+246
| +2% | +$67.3K | 1.16% | 26 |
|
|
2018
Q4 | $3.06M | Buy |
13,677
+1,671
| +14% | +$374K | 1.11% | 27 |
|
|
2018
Q3 | $2.93M | Buy |
12,006
+2,324
| +24% | +$567K | 0.94% | 35 |
|
|
2018
Q2 | $2.01M | Buy |
9,682
+647
| +7% | +$134K | 0.91% | 37 |
|
|
2018
Q1 | $1.87M | Buy |
9,035
+299
| +3% | +$61.7K | 0.66% | 46 |
|
|
2017
Q4 | $1.66M | Buy |
8,736
+7,456
| +583% | +$1.42M | 0.58% | 49 |
|
|
2017
Q3 | $242K | Buy |
1,280
+30
| +2% | +$5.67K | 0.09% | 118 |
|
|
2017
Q2 | $218K | Buy |
+1,250
| New | +$218K | 0.1% | 123 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$202K | – | 111 |
|
|
2015
Q1 | $202K | Buy |
+1,500
| New | +$202K | 0.14% | 99 |
|