FRG Family Wealth Advisors’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 | $3.37M | Sell |
8,321
-220
| -3% | -$89.2K | 0.59% | 36 |
|
|
2025
Q1 | $4.25M | Sell |
8,541
-435
| -5% | -$216K | 0.82% | 31 |
|
|
2024
Q4 | $4.67M | Sell |
8,976
-1,700
| -16% | -$884K | 0.85% | 30 |
|
|
2024
Q3 | $6.6M | Hold |
10,676
| – | – | 1.18% | 21 |
|
|
2024
Q2 | $6.43M | Sell |
10,676
-5
| -0% | -$3.01K | 1.24% | 21 |
|
|
2024
Q1 | $6.07M | Sell |
10,681
-178
| -2% | -$101K | 1.19% | 23 |
|
|
2023
Q4 | $5.76M | Hold |
10,859
| – | – | 1.17% | 24 |
|
|
2023
Q3 | $5.5M | Buy |
10,859
+375
| +4% | +$190K | 1.24% | 23 |
|
|
2023
Q2 | $5.47M | Sell |
10,484
-64
| -0.6% | -$33.4K | 1.2% | 24 |
|
|
2023
Q1 | $6.08M | Sell |
10,548
-400
| -4% | -$231K | 1.39% | 24 |
|
|
2022
Q4 | $6.03M | Sell |
10,948
-775
| -7% | -$427K | 1.44% | 22 |
|
|
2022
Q3 | $5.95M | Sell |
11,723
-274
| -2% | -$139K | 1.47% | 20 |
|
|
2022
Q2 | $6.52M | Sell |
11,997
-85
| -0.7% | -$46.2K | 1.51% | 17 |
|
|
2022
Q1 | $7.14M | Buy |
12,082
+55
| +0.5% | +$32.5K | 1.39% | 20 |
|
|
2021
Q4 | $8.03M | Sell |
12,027
-455
| -4% | -$304K | 1.5% | 17 |
|
|
2021
Q3 | $7.13M | Sell |
12,482
-600
| -5% | -$343K | 1.4% | 18 |
|
|
2021
Q2 | $6.6M | Buy |
13,082
+393
| +3% | +$198K | 1.25% | 23 |
|
|
2021
Q1 | $5.79M | Sell |
12,689
-333
| -3% | -$152K | 1.18% | 26 |
|
|
2020
Q4 | $6.07M | Hold |
13,022
| – | – | 1.32% | 22 |
|
|
2020
Q3 | $5.75M | Sell |
13,022
-245
| -2% | -$108K | 1.4% | 22 |
|
|
2020
Q2 | $4.81M | Hold |
13,267
| – | – | 1.27% | 24 |
|
|
2020
Q1 | $3.76M | Sell |
13,267
-132
| -1% | -$37.4K | 1.14% | 28 |
|
|
2019
Q4 | $4.35M | Sell |
13,399
-1,080
| -7% | -$351K | 1.05% | 29 |
|
|
2019
Q3 | $4.22M | Hold |
14,479
| – | – | 1.09% | 28 |
|
|
2019
Q2 | $4.25M | Buy |
14,479
+435
| +3% | +$128K | 1.12% | 29 |
|
|
2019
Q1 | $3.84M | Buy |
14,044
+30
| +0.2% | +$8.21K | 1.09% | 29 |
|
|
2018
Q4 | $3.14M | Buy |
14,014
+1,230
| +10% | +$275K | 1.03% | 30 |
|
|
2018
Q3 | $3.12M | Buy |
12,784
+1,865
| +17% | +$455K | 0.86% | 37 |
|
|
2018
Q2 | $2.26M | Buy |
10,919
+734
| +7% | +$152K | 0.68% | 47 |
|
|
2018
Q1 | $2.1M | Sell |
10,185
-185
| -2% | -$38.2K | 0.7% | 50 |
|
|
2017
Q4 | $1.97M | Sell |
10,370
-22
| -0.2% | -$4.18K | 0.64% | 51 |
|
|
2017
Q3 | $1.97M | Sell |
10,392
-200
| -2% | -$37.8K | 0.68% | 51 |
|
|
2017
Q2 | $1.85M | Buy |
10,592
+427
| +4% | +$74.5K | 0.68% | 52 |
|
|
2017
Q1 | $1.56M | Sell |
10,165
-340
| -3% | -$52.3K | 0.61% | 54 |
|
|
2016
Q4 | $1.48M | Hold |
10,505
| – | – | 0.62% | 53 |
|
|
2016
Q3 | $1.67M | Hold |
10,505
| – | – | 0.75% | 48 |
|
|
2016
Q2 | $1.55M | Hold |
10,505
| – | – | 0.7% | 48 |
|
|
2016
Q1 | $1.48M | Hold |
10,505
| – | – | 0.72% | 49 |
|
|
2015
Q4 | $1.49M | Buy |
+10,505
| New | +$1.49M | 0.73% | 50 |
|