HWA
HCR 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 | $2.93M | Sell |
7,235
-166
| -2% | -$67.3K | 0.35% | 49 |
|
|
2025
Q1 | $3.68M | Sell |
7,401
-98
| -1% | -$48.8K | 0.48% | 36 |
|
|
2024
Q4 | $3.9M | Buy |
7,499
+54
| +0.7% | +$28.1K | 0.49% | 32 |
|
|
2024
Q3 | $4.61M | Buy |
7,445
+647
| +10% | +$400K | 0.6% | 25 |
|
|
2024
Q2 | $3.76M | Buy |
6,798
+41
| +0.6% | +$22.7K | 0.54% | 29 |
|
|
2024
Q1 | $3.93M | Buy |
6,757
+64
| +1% | +$37.2K | 0.6% | 26 |
|
|
2023
Q4 | $3.55M | Buy |
6,693
+751
| +13% | +$399K | 0.56% | 30 |
|
|
2023
Q3 | $3.01M | Sell |
5,942
-972
| -14% | -$492K | 0.66% | 26 |
|
|
2023
Q2 | $3.61M | Sell |
6,914
-373
| -5% | -$195K | 0.67% | 27 |
|
|
2023
Q1 | $4.2M | Sell |
7,287
-217
| -3% | -$125K | 0.83% | 21 |
|
|
2022
Q4 | $4.13M | Sell |
7,504
-190
| -2% | -$105K | 0.87% | 19 |
|
|
2022
Q3 | $3.9M | Sell |
7,694
-236
| -3% | -$120K | 0.83% | 20 |
|
|
2022
Q2 | $4.31M | Sell |
7,930
-49
| -0.6% | -$26.6K | 0.87% | 21 |
|
|
2022
Q1 | $4.71M | Buy |
7,979
+6
| +0.1% | +$3.54K | 0.77% | 24 |
|
|
2021
Q4 | $5.32M | Sell |
7,973
-130
| -2% | -$86.7K | 0.82% | 24 |
|
|
2021
Q3 | $4.63M | Buy |
8,103
+175
| +2% | +$100K | 0.77% | 21 |
|
|
2021
Q2 | $4M | Buy |
7,928
+529
| +7% | +$267K | 0.69% | 22 |
|
|
2021
Q1 | $3.38M | Sell |
7,399
-511
| -6% | -$233K | 0.67% | 25 |
|
|
2020
Q4 | $3.68M | Buy |
7,910
+304
| +4% | +$142K | 0.77% | 23 |
|
|
2020
Q3 | $3.37M | Sell |
7,606
-150
| -2% | -$66.4K | 0.77% | 21 |
|
|
2020
Q2 | $2.79M | Sell |
7,756
-200
| -3% | -$72K | 0.65% | 25 |
|
|
2020
Q1 | $2.26M | Sell |
7,956
-7
| -0.1% | -$1.99K | 0.65% | 25 |
|
|
2019
Q4 | $2.59M | Buy |
7,963
+10
| +0.1% | +$3.25K | 0.63% | 29 |
|
|
2019
Q3 | $2.32M | Buy |
7,953
+359
| +5% | +$105K | 0.77% | 27 |
|
|
2019
Q2 | $2.23M | Sell |
7,594
-153
| -2% | -$44.9K | 0.63% | 30 |
|
|
2019
Q1 | $2.09M | Sell |
7,747
-119
| -2% | -$32.1K | 0.6% | 33 |
|
|
2018
Q4 | $1.76M | Sell |
7,866
-166
| -2% | -$37.1K | 0.57% | 36 |
|
|
2018
Q3 | $1.8M | Buy |
8,032
+531
| +7% | +$119K | 0.59% | 35 |
|
|
2018
Q2 | $1.54M | Buy |
7,501
+551
| +8% | +$113K | 0.51% | 46 |
|
|
2018
Q1 | $1.42M | Buy |
6,950
+1,904
| +38% | +$389K | 0.49% | 48 |
|
|
2017
Q4 | $944K | Buy |
5,046
+216
| +4% | +$40.4K | 0.33% | 67 |
|
|
2017
Q3 | $900K | Buy |
4,830
+254
| +6% | +$47.3K | 0.38% | 67 |
|
|
2017
Q2 | $772K | Buy |
4,576
+223
| +5% | +$37.6K | 0.38% | 63 |
|
|
2017
Q1 | $646K | Buy |
4,353
+116
| +3% | +$17.2K | 0.33% | 76 |
|
|
2016
Q4 | $551K | Buy |
+4,237
| New | +$551K | 0.29% | 77 |
|