CWM
Confluence Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.71M | Buy |
5,866
+507
| +9% | +$148K | 0.84% | 27 |
|
|
2020
Q2 | $1.94M | Sell |
5,359
-239
| -4% | -$86.6K | 0.92% | 28 |
|
|
2020
Q1 | $1.59M | Sell |
5,598
-181
| -3% | -$51.3K | 0.89% | 30 |
|
|
2019
Q4 | $1.88M | Sell |
5,779
-87
| -1% | -$28.3K | 0.87% | 26 |
|
|
2019
Q3 | $1.71M | Sell |
5,866
-239
| -4% | -$69.6K | 0.84% | 27 |
|
|
2019
Q2 | $1.79M | Sell |
6,105
-273
| -4% | -$80.2K | 0.88% | 21 |
|
|
2019
Q1 | $1.75M | Sell |
6,378
-638
| -9% | -$175K | 0.87% | 22 |
|
|
2018
Q4 | $1.57M | Buy |
7,016
+147
| +2% | +$32.9K | 0.88% | 27 |
|
|
2018
Q3 | $1.68M | Sell |
6,869
-185
| -3% | -$45.2K | 0.87% | 26 |
|
|
2018
Q2 | $1.46M | Sell |
7,054
-30
| -0.4% | -$6.21K | 0.77% | 31 |
|
|
2018
Q1 | $1.46M | Sell |
7,084
-754
| -10% | -$156K | 0.75% | 27 |
|
|
2017
Q4 | $1.49M | Sell |
7,838
-932
| -11% | -$177K | 0.71% | 30 |
|
|
2017
Q3 | $1.66M | Sell |
8,770
-152
| -2% | -$28.8K | 0.81% | 24 |
|
|
2017
Q2 | $1.56M | Buy |
8,922
+38
| +0.4% | +$6.63K | 0.74% | 29 |
|
|
2017
Q1 | $1.37M | Sell |
8,884
-1,538
| -15% | -$236K | 0.67% | 32 |
|
|
2016
Q4 | $1.47M | Sell |
10,422
-52
| -0.5% | -$7.34K | 0.74% | 28 |
|
|
2016
Q3 | $1.67M | Sell |
10,474
-329
| -3% | -$52.3K | 0.81% | 26 |
|
|
2016
Q2 | $1.6M | Sell |
10,803
-2,115
| -16% | -$312K | 0.79% | 28 |
|
|
2016
Q1 | $1.83M | Sell |
12,918
-262
| -2% | -$37.1K | 0.83% | 28 |
|
|
2015
Q4 | $1.87M | Sell |
13,180
-454
| -3% | -$64.4K | 0.91% | 29 |
|
|
2015
Q3 | $1.67M | Buy |
13,634
+445
| +3% | +$54.4K | 0.9% | 28 |
|
|
2015
Q2 | $1.71M | Sell |
13,189
-32
| -0.2% | -$4.15K | 0.94% | 25 |
|
|
2015
Q1 | $1.78M | Sell |
13,221
-1,504
| -10% | -$202K | 1.03% | 21 |
|
|
2014
Q4 | $1.85M | Sell |
14,725
-1,567
| -10% | -$196K | 1.15% | 18 |
|
|
2014
Q3 | $1.98M | Sell |
16,292
-431
| -3% | -$52.5K | 1.34% | 15 |
|
|
2014
Q2 | $1.97M | Sell |
16,723
-143
| -0.8% | -$16.9K | 1.12% | 18 |
|
|
2014
Q1 | $2.03M | Buy |
+16,866
| New | +$2.03M | 1.53% | 11 |
|