EWA
EP Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
30,129
+12,567
| +72% | +$5.1M | 0.08% | 164 |
|
|
2025
Q1 | $8.74M | Buy |
17,562
+1,704
| +11% | +$848K | 0.07% | 162 |
|
|
2024
Q4 | $8.25M | Sell |
15,858
-378
| -2% | -$197K | 0.07% | 160 |
|
|
2024
Q3 | $10M | Buy |
16,236
+1,245
| +8% | +$770K | 0.09% | 145 |
|
|
2024
Q2 | $8.29M | Buy |
14,991
+816
| +6% | +$451K | 0.09% | 133 |
|
|
2024
Q1 | $8.24M | Buy |
14,175
+316
| +2% | +$184K | 0.1% | 123 |
|
|
2023
Q4 | $7.36M | Sell |
13,859
-3,667
| -21% | -$1.95M | 0.09% | 129 |
|
|
2023
Q3 | $8.87M | Buy |
17,526
+16,078
| +1,110% | +$8.14M | 0.14% | 109 |
|
|
2023
Q2 | $9.25M | Sell |
1,448
-284,949
| -99% | -$1.82B | 0.13% | 107 |
|
|
2023
Q1 | $30.5M | Buy |
286,397
+264,236
| +1,192% | +$28.1M | 0.52% | 48 |
|
|
2022
Q4 | $12.2M | Sell |
22,161
-648
| -3% | -$357K | 0.22% | 81 |
|
|
2022
Q3 | $11.6M | Buy |
22,809
+9,456
| +71% | +$4.8M | 0.26% | 72 |
|
|
2022
Q2 | $7.25M | Buy |
13,353
+1,276
| +11% | +$693K | 0.16% | 92 |
|
|
2022
Q1 | $7.13M | Buy |
12,077
+225
| +2% | +$133K | 0.16% | 88 |
|
|
2021
Q4 | $7.91M | Buy |
11,852
+134
| +1% | +$89.4K | 0.19% | 77 |
|
|
2021
Q3 | $6.7M | Sell |
11,718
-88
| -0.7% | -$50.3K | 0.18% | 76 |
|
|
2021
Q2 | $5.96M | Sell |
11,806
-608
| -5% | -$307K | 0.17% | 88 |
|
|
2021
Q1 | $5.67M | Buy |
12,414
+111
| +0.9% | +$50.7K | 0.18% | 87 |
|
|
2020
Q4 | $5.73M | Sell |
12,303
-562
| -4% | -$262K | 0.2% | 68 |
|
|
2020
Q3 | $5.68M | Sell |
12,865
-1,201
| -9% | -$530K | 0.24% | 59 |
|
|
2020
Q2 | $5.1M | Sell |
14,066
-1,137
| -7% | -$412K | 0.22% | 73 |
|
|
2020
Q1 | $4.31M | Sell |
15,203
-287
| -2% | -$81.4K | 0.21% | 78 |
|
|
2019
Q4 | $5.03M | Sell |
15,490
-1,040
| -6% | -$338K | 0.21% | 84 |
|
|
2019
Q3 | $4.82M | Buy |
16,530
+85
| +0.5% | +$24.8K | 0.24% | 71 |
|
|
2019
Q2 | $4.83M | Sell |
16,445
-236
| -1% | -$69.3K | 0.3% | 53 |
|
|
2019
Q1 | $4.57M | Buy |
16,681
+48
| +0.3% | +$13.1K | 0.44% | 45 |
|
|
2018
Q4 | $3.72M | Sell |
16,633
-1,403
| -8% | -$314K | 0.29% | 57 |
|
|
2018
Q3 | $4.4M | Buy |
18,036
+324
| +2% | +$79.1K | 0.34% | 50 |
|
|
2018
Q2 | $3.67M | Sell |
17,712
-73
| -0.4% | -$15.1K | 0.35% | 48 |
|
|
2018
Q1 | $3.67M | Buy |
+17,785
| New | +$3.67M | 0.35% | 50 |
|