Heritage Oak 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
Q1
Sell
-489
Closed -$254K 88
2024
Q4
$254K Buy
+489
New +$254K 0.12% 62
2024
Q3
Sell
-1,073
Closed -$593K 213
2024
Q2
$593K Buy
+1,073
New +$593K 0.3% 44