Heritage Financial Services’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
Sell
-512
Closed -$255K 131
2025
Q1
$255K Buy
512
+100
+24% +$49.8K 0.03% 102
2024
Q4
$214K Hold
412
0.03% 109
2024
Q3
$255K Hold
412
0.03% 91
2024
Q2
$228K Sell
412
-11
-3% -$6.08K 0.03% 90
2024
Q1
$246K Buy
423
+13
+3% +$7.56K 0.04% 87
2023
Q4
$218K Hold
410
0.04% 92
2023
Q3
$208K Hold
410
0.04% 74
2023
Q2
$214K Hold
410
0.04% 78
2023
Q1
$236K Hold
410
0.05% 70
2022
Q4
$226K Buy
+410
New +$226K 0.06% 72
2022
Q3
Sell
-364
Closed -$197K 432
2022
Q2
$197K Buy
364
+1
+0.3% +$541 0.11% 68
2022
Q1
$214K Hold
363
0.14% 77
2021
Q4
$242K Buy
+363
New +$242K 0.19% 68