Charles Schwab Trust’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 | $273K | Buy |
673
+225
| +50% | +$91.2K | 0.02% | 154 |
|
2025
Q1 | $223K | Sell |
448
-108
| -19% | -$53.7K | 0.02% | 165 |
|
2024
Q4 | $289K | Buy |
556
+113
| +26% | +$58.8K | 0.02% | 138 |
|
2024
Q3 | $274K | Hold |
443
| – | – | 0.02% | 134 |
|
2024
Q2 | $245K | Buy |
443
+65
| +17% | +$35.9K | 0.02% | 140 |
|
2024
Q1 | $220K | Sell |
378
-106
| -22% | -$61.6K | 0.02% | 147 |
|
2023
Q4 | $257K | Buy |
+484
| New | +$257K | 0.03% | 151 |
|
2023
Q1 | – | Sell |
-605
| Closed | -$333K | – | 151 |
|
2022
Q4 | $333K | Hold |
605
| – | – | 0.04% | 124 |
|
2022
Q3 | $307K | Hold |
605
| – | – | 0.05% | 124 |
|
2022
Q2 | $329K | Sell |
605
-5
| -0.8% | -$2.72K | 0.07% | 117 |
|
2022
Q1 | $360K | Sell |
610
-134
| -18% | -$79.1K | 0.06% | 121 |
|
2021
Q4 | $496K | Hold |
744
| – | – | 0.08% | 111 |
|
2021
Q3 | $425K | Buy |
744
+45
| +6% | +$25.7K | 0.08% | 132 |
|
2021
Q2 | $353K | Buy |
699
+94
| +16% | +$47.5K | 0.07% | 153 |
|
2021
Q1 | $276K | Hold |
605
| – | – | 0.06% | 161 |
|
2020
Q4 | $282K | Hold |
605
| – | – | 0.07% | 152 |
|
2020
Q3 | $267K | Buy |
605
+34
| +6% | +$15K | 0.08% | 130 |
|
2020
Q2 | $207K | Sell |
571
-200
| -26% | -$72.5K | 0.07% | 139 |
|
2020
Q1 | $219K | Sell |
771
-84
| -10% | -$23.9K | 0.09% | 126 |
|
2019
Q4 | $278K | Hold |
855
| – | – | 0.11% | 137 |
|
2019
Q3 | $246K | Buy |
+855
| New | +$246K | 0.11% | 128 |
|