GoalVest Advisory’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
$162K Buy
399
+74
+23% +$30K 0.04% 142
2025
Q1
$162K Buy
325
+149
+85% +$74.1K 0.04% 129
2024
Q4
$91.6K Buy
176
+6
+4% +$3.12K 0.03% 150
2024
Q3
$105K Hold
170
0.03% 139
2024
Q2
$94K Sell
170
-84
-33% -$46.5K 0.03% 134
2024
Q1
$148K Sell
254
-15
-6% -$8.72K 0.05% 127
2023
Q4
$143K Buy
269
+151
+128% +$80.2K 0.06% 79
2023
Q3
$59.7K Buy
118
+29
+33% +$14.7K 0.03% 132
2023
Q2
$46.4K Sell
89
-273
-75% -$142K 0.02% 143
2023
Q1
$209K Sell
362
-47
-11% -$27.1K 0.12% 66
2022
Q4
$225K Sell
409
-15
-4% -$8.26K 0.15% 69
2022
Q3
$215K Sell
424
-975
-70% -$494K 0.15% 72
2022
Q2
$763K Buy
1,399
+22
+2% +$12K 0.48% 69
2022
Q1
$813K Buy
+1,377
New +$813K 0.46% 64
2021
Q2
$692K Sell
1,372
-267
-16% -$135K 0.43% 63
2021
Q1
$748K Buy
1,639
+533
+48% +$243K 0.56% 60
2020
Q4
$515K Buy
+1,106
New +$515K 0.43% 67