FTDI
First Trust Direct Indexing’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,942
| Closed | -$4.29M | – | 837 |
|
|
2024
Q3 | $4.29M | Buy |
6,942
+763
| +12% | +$472K | 0.23% | 79 |
|
|
2024
Q2 | $3.42M | Buy |
6,179
+1,198
| +24% | +$663K | 0.21% | 89 |
|
|
2024
Q1 | $2.9M | Buy |
4,981
+945
| +23% | +$549K | 0.22% | 89 |
|
|
2023
Q4 | $2.14M | Buy |
4,036
+1,187
| +42% | +$630K | 0.19% | 111 |
|
|
2023
Q3 | $1.44M | Buy |
2,849
+472
| +20% | +$239K | 0.16% | 134 |
|
|
2023
Q2 | $1.24M | Sell |
2,377
-183
| -7% | -$95.5K | 0.14% | 165 |
|
|
2023
Q1 | $1.48M | Buy |
2,560
+187
| +8% | +$108K | 0.18% | 138 |
|
|
2022
Q4 | $1.31M | Sell |
2,373
-50
| -2% | -$27.5K | 0.17% | 142 |
|
|
2022
Q3 | $1.23M | Buy |
2,423
+4
| +0.2% | +$2.03K | 0.18% | 136 |
|
|
2022
Q2 | $1.31M | Buy |
2,419
+309
| +15% | +$168K | 0.18% | 139 |
|
|
2022
Q1 | $1.25M | Buy |
2,110
+178
| +9% | +$105K | 0.15% | 166 |
|
|
2021
Q4 | $1.29M | Hold |
1,932
| – | – | 0.17% | 145 |
|
|
2021
Q3 | $1.1M | Buy |
1,932
+110
| +6% | +$62.9K | 0.16% | 154 |
|
|
2021
Q2 | $919K | Sell |
1,822
-371
| -17% | -$187K | 0.14% | 188 |
|
|
2021
Q1 | $1M | Buy |
2,193
+255
| +13% | +$116K | 0.27% | 96 |
|
|
2020
Q4 | $903K | Buy |
+1,938
| New | +$903K | 0.24% | 96 |
|