Congress Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy	30,432 +1,472	+5%	+$615K	0.12%	204
2025 Q1	$14.4M	Buy	28,960 +11,681	+68%	+$6.33M	0.17%	150
2024 Q4	$8.99M	Sell	17,279 -6,699	-28%	-$3.68M	0.12%	210
2024 Q3	$14.8M	Buy	23,978 +21,697	+951%	+$12.8M	0.2%	155
2024 Q2	$1.26M	Sell	2,281 -448	-16%	-$257K	0.02%	398
2024 Q1	$1.59M	Buy	2,729 +237	+10%	+$133K	0.03%	338
2023 Q4	$1.32M	Sell	2,492 -151	-6%	-$73.1K	0.02%	359
2023 Q3	$1.34M	Buy	2,643 +588	+29%	+$313K	0.03%	344
2023 Q2	$1.07M	Sell	2,055 -441	-18%	-$238K	0.02%	332
2023 Q1	$1.44M	Sell	2,496 -370	-13%	-$209K	0.03%	306
2022 Q4	$1.58M	Buy	2,866 +247	+9%	+$131K	0.04%	287
2022 Q3	$1.33M	Sell	2,619 -610	-19%	-$341K	0.04%	303
2022 Q2	$1.75M	Buy	3,229 +73	+2%	+$40.2K	0.04%	287
2022 Q1	$1.86M	Sell	3,156 -21,176	-87%	-$12.2M	0.04%	299
2021 Q4	$16.2M	Buy	+24,332	New	+$15.2M	0.32%	79