Cassady Schiller Wealth 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
Q4 | $36.4K | Buy |
70
+33
| +89% | +$17.2K | 0.01% | 233 |
|
2024
Q3 | $22.9K | Hold |
37
| – | – | 0.01% | 261 |
|
2024
Q2 | $20.5K | Hold |
37
| – | – | 0.01% | 264 |
|
2024
Q1 | $21.5K | Buy |
37
+3
| +9% | +$1.74K | 0.01% | 282 |
|
2023
Q4 | $18K | Hold |
34
| – | – | 0.01% | 284 |
|
2023
Q3 | $17.2K | Buy |
+34
| New | +$17.2K | 0.01% | 286 |
|
2023
Q1 | – | Sell |
-125
| Closed | -$68.8K | – | 488 |
|
2022
Q4 | $68.8K | Buy |
+125
| New | +$68.8K | 0.04% | 167 |
|
2022
Q1 | – | Sell |
-133
| Closed | -$89K | – | 551 |
|
2021
Q4 | $89K | Buy |
+133
| New | +$89K | 0.05% | 146 |
|