Heritage 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
Q2 | $659K | Hold |
1,626
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $809K | Sell |
1,626
-499
| -23% | -$248K | 0.04% | 92 |
|
|
2024
Q4 | $1.11M | Sell |
2,125
-316
| -13% | -$164K | 0.05% | 80 |
|
|
2024
Q3 | $1.51M | Buy |
2,441
+20
| +0.8% | +$12.4K | 0.07% | 68 |
|
|
2024
Q2 | $1.34M | Sell |
2,421
-105
| -4% | -$58.1K | 0.06% | 70 |
|
|
2024
Q1 | $1.47M | Hold |
2,526
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $1.34M | Hold |
2,526
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $1.28M | Sell |
2,526
-94
| -4% | -$47.6K | 0.07% | 65 |
|
|
2023
Q2 | $1.37M | Buy |
2,620
+16
| +0.6% | +$8.35K | 0.07% | 64 |
|
|
2023
Q1 | $1.5M | Hold |
2,604
| – | – | 0.08% | 63 |
|
|
2022
Q4 | $1.43M | Sell |
2,604
-93
| -3% | -$51.2K | 0.08% | 68 |
|
|
2022
Q3 | $1.37M | Buy |
2,697
+631
| +31% | +$320K | 0.1% | 61 |
|
|
2022
Q2 | $1.12M | Buy |
2,066
+333
| +19% | +$181K | 0.08% | 70 |
|
|
2022
Q1 | $1.02M | Hold |
1,733
| – | – | 0.06% | 82 |
|
|
2021
Q4 | $1.16M | Hold |
1,733
| – | – | 0.06% | 86 |
|
|
2021
Q3 | $990K | Hold |
1,733
| – | – | 0.06% | 83 |
|
|
2021
Q2 | $874K | Sell |
1,733
-810
| -32% | -$409K | 0.05% | 91 |
|
|
2021
Q1 | $1.16M | Sell |
2,543
-2,165
| -46% | -$988K | 0.07% | 76 |
|
|
2020
Q4 | $2.19M | Buy |
4,708
+3,524
| +298% | +$1.64M | 0.14% | 54 |
|
|
2020
Q3 | $523K | Hold |
1,184
| – | – | 0.07% | 93 |
|
|
2020
Q2 | $429K | Hold |
1,184
| – | – | 0.06% | 93 |
|
|
2020
Q1 | $336K | Sell |
1,184
-9
| -0.8% | -$2.55K | 0.06% | 97 |
|
|
2019
Q4 | $388K | Buy |
1,193
+9
| +0.8% | +$2.92K | 0.05% | 124 |
|
|
2019
Q3 | $344K | Hold |
1,184
| – | – | 0.05% | 120 |
|
|
2019
Q2 | $348K | Hold |
1,184
| – | – | 0.05% | 110 |
|
|
2019
Q1 | $324K | Hold |
1,184
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $264K | Hold |
1,184
| – | – | 0.05% | 110 |
|
|
2018
Q3 | $288K | Hold |
1,184
| – | – | 0.06% | 102 |
|
|
2018
Q2 | $246K | Sell |
1,184
-138
| -10% | -$28.7K | 0.09% | 103 |
|
|
2018
Q1 | $274K | Sell |
1,322
-7
| -0.5% | -$1.45K | 0.11% | 94 |
|
|
2017
Q4 | $252K | Buy |
1,329
+79
| +6% | +$15K | 0.11% | 97 |
|
|
2017
Q3 | $237K | Buy |
1,250
+42
| +3% | +$7.96K | 0.12% | 95 |
|
|
2017
Q2 | $211K | Buy |
+1,208
| New | +$211K | 0.11% | 94 |
|