Clearstead 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 | $2.25M | Buy |
5,543
+3,602
| +186% | +$1.46M | 0.43% | 42 |
|
|
2025
Q1 | $966K | Sell |
1,941
-42
| -2% | -$20.9K | 0.21% | 67 |
|
|
2024
Q4 | $1.03M | Buy |
1,983
+1,400
| +240% | +$728K | 0.22% | 63 |
|
|
2024
Q3 | $361K | Hold |
583
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $322K | Hold |
583
| – | – | 0.08% | 99 |
|
|
2024
Q1 | $339K | Sell |
583
-1,244
| -68% | -$723K | 0.09% | 99 |
|
|
2023
Q4 | $970K | Buy |
1,827
+1,417
| +346% | +$752K | 0.27% | 57 |
|
|
2023
Q3 | $208K | Buy |
410
+210
| +105% | +$106K | 0.07% | 120 |
|
|
2023
Q2 | $115K | Hold |
200
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $115K | Sell |
200
-306
| -60% | -$176K | 0.04% | 174 |
|
|
2022
Q4 | $279K | Buy |
506
+306
| +153% | +$169K | 0.09% | 108 |
|
|
2022
Q3 | $101K | Hold |
200
| – | – | 0.04% | 178 |
|
|
2022
Q2 | $109K | Hold |
200
| – | – | 0.08% | 100 |
|
|
2022
Q1 | $118K | Hold |
200
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $133K | Hold |
200
| – | – | 0.08% | 108 |
|
|
2021
Q3 | $114K | Hold |
200
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $101K | Buy |
+200
| New | +$101K | 0.07% | 104 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$93K | – | 162 |
|
|
2020
Q4 | $93K | Hold |
200
| – | – | 0.06% | 119 |
|
|
2020
Q3 | $88K | Hold |
200
| – | – | 0.07% | 108 |
|
|
2020
Q2 | $72K | Hold |
200
| – | – | 0.06% | 112 |
|
|
2020
Q1 | $57K | Sell |
200
-1
| -0.5% | -$285 | 0.05% | 124 |
|
|
2019
Q4 | $65K | Sell |
201
-55
| -21% | -$17.8K | 0.05% | 131 |
|
|
2019
Q3 | $75K | Hold |
256
| – | – | 0.06% | 120 |
|
|
2019
Q2 | $75K | Sell |
256
-56
| -18% | -$16.4K | 0.06% | 121 |
|
|
2019
Q1 | $86K | Sell |
312
-150
| -32% | -$41.3K | 0.07% | 114 |
|
|
2018
Q4 | $103K | Buy |
462
+212
| +85% | +$47.3K | 0.1% | 119 |
|
|
2018
Q3 | $61K | Sell |
250
-494
| -66% | -$121K | 0.05% | 129 |
|
|
2018
Q2 | $154K | Buy |
+744
| New | +$154K | 0.14% | 104 |
|
|
2018
Q1 | – | Sell |
-790
| Closed | -$150K | – | 183 |
|
|
2017
Q4 | $150K | Hold |
790
| – | – | 0.1% | 115 |
|
|
2017
Q3 | $149K | Hold |
790
| – | – | 0.11% | 122 |
|
|
2017
Q2 | $138K | Buy |
+790
| New | +$138K | 0.11% | 111 |
|