Heritage Trust’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 | $796K | Buy |
1,964
+863
| +78% | +$350K | 0.09% | 175 |
|
|
2025
Q1 | $548K | Sell |
1,101
-75
| -6% | -$37.3K | 0.07% | 199 |
|
|
2024
Q4 | $612K | Buy |
+1,176
| New | +$612K | 0.07% | 187 |
|
|
2024
Q2 | $693K | Buy |
1,254
+74
| +6% | +$40.9K | 0.09% | 167 |
|
|
2024
Q1 | $686K | Sell |
1,180
-11
| -0.9% | -$6.39K | 0.09% | 170 |
|
|
2023
Q4 | $632K | Hold |
1,191
| – | – | 0.09% | 174 |
|
|
2023
Q3 | $603K | Sell |
1,191
-11
| -0.9% | -$5.57K | 0.09% | 163 |
|
|
2023
Q2 | $627K | Buy |
1,202
+45
| +4% | +$23.5K | 0.09% | 165 |
|
|
2023
Q1 | $667K | Sell |
1,157
-89
| -7% | -$51.3K | 0.1% | 156 |
|
|
2022
Q4 | $686K | Sell |
1,246
-73
| -6% | -$40.2K | 0.11% | 159 |
|
|
2022
Q3 | $669K | Sell |
1,319
-66
| -5% | -$33.5K | 0.12% | 148 |
|
|
2022
Q2 | $752K | Sell |
1,385
-44
| -3% | -$23.9K | 0.12% | 149 |
|
|
2022
Q1 | $844K | Sell |
1,429
-8
| -0.6% | -$4.73K | 0.12% | 143 |
|
|
2021
Q4 | $958K | Buy |
1,437
+14
| +1% | +$9.33K | 0.12% | 140 |
|
|
2021
Q3 | $813K | Sell |
1,423
-830
| -37% | -$474K | 0.11% | 148 |
|
|
2021
Q2 | $1.14M | Buy |
2,253
+84
| +4% | +$42.4K | 0.16% | 121 |
|
|
2021
Q1 | $990K | Buy |
2,169
+123
| +6% | +$56.1K | 0.15% | 127 |
|
|
2020
Q4 | $952K | Buy |
2,046
+1,194
| +140% | +$556K | 0.15% | 124 |
|
|
2020
Q3 | $377K | Sell |
852
-12
| -1% | -$5.31K | 0.07% | 167 |
|
|
2020
Q2 | $313K | Buy |
+864
| New | +$313K | 0.06% | 171 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$11K | – | 393 |
|
|
2018
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 305 |
|
|
2018
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 307 |
|
|
2018
Q2 | $10K | Sell |
50
-30
| -38% | -$6K | ﹤0.01% | 302 |
|
|
2018
Q1 | $17K | Buy |
80
+15
| +23% | +$3.19K | 0.01% | 265 |
|
|
2017
Q4 | $12K | Hold |
65
| – | – | ﹤0.01% | 274 |
|
|
2017
Q3 | $12K | Buy |
+65
| New | +$12K | ﹤0.01% | 272 |
|