GKV Capital Management’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	$2.16M	Sell	5,331 -1,285	-19%	-$521K	0.96%	26
2025 Q1	$3.29M	Sell	6,616 -400	-6%	-$199K	1.64%	18
2024 Q4	$3.65M	Buy	+7,016	New	+$3.65M	1.49%	21