CWP
CFM Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-324
| Closed | -$200K | – | 147 |
|
|
2024
Q3 | $200K | Buy |
+324
| New | +$200K | 0.04% | 141 |
|
|
2024
Q2 | – | Sell |
-372
| Closed | -$216K | – | 155 |
|
|
2024
Q1 | $216K | Buy |
+372
| New | +$216K | 0.04% | 148 |
|
|
2023
Q2 | – | Sell |
-369
| Closed | -$213K | – | 166 |
|
|
2023
Q1 | $213K | Sell |
369
-27
| -7% | -$15.6K | 0.06% | 149 |
|
|
2022
Q4 | $218K | Sell |
396
-45
| -10% | -$24.8K | 0.07% | 150 |
|
|
2022
Q3 | $223K | Buy |
441
+1
| +0.2% | +$506 | 0.07% | 143 |
|
|
2022
Q2 | $239K | Sell |
440
-140
| -24% | -$76K | 0.07% | 147 |
|
|
2022
Q1 | $343K | Buy |
580
+45
| +8% | +$26.6K | 0.08% | 139 |
|
|
2021
Q4 | $345K | Hold |
535
| – | – | 0.08% | 135 |
|
|
2021
Q3 | $305K | Sell |
535
-98
| -15% | -$55.9K | 0.08% | 145 |
|
|
2021
Q2 | $319K | Hold |
633
| – | – | 0.08% | 131 |
|
|
2021
Q1 | $289K | Hold |
633
| – | – | 0.09% | 130 |
|
|
2020
Q4 | $295K | Sell |
633
-47
| -7% | -$21.9K | 0.09% | 116 |
|
|
2020
Q3 | $300K | Sell |
680
-150
| -18% | -$66.2K | 0.11% | 111 |
|
|
2020
Q2 | $300K | Hold |
830
| – | – | 0.11% | 109 |
|
|
2020
Q1 | $235K | Sell |
830
-100
| -11% | -$28.3K | 0.11% | 116 |
|
|
2019
Q4 | $313K | Buy |
+930
| New | +$313K | 0.12% | 111 |
|