Holistic Financial Partners’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-358
| Closed | -$206K | – | 112 |
|
|
2023
Q1 | $206K | Buy |
+358
| New | +$206K | 0.16% | 96 |
|
|
2022
Q2 | – | Sell |
-382
| Closed | -$226K | – | 117 |
|
|
2022
Q1 | $226K | Sell |
382
-94
| -20% | -$55.6K | 0.14% | 93 |
|
|
2021
Q4 | $318K | Buy |
476
+37
| +8% | +$24.7K | 0.18% | 82 |
|
|
2021
Q3 | $251K | Buy |
+439
| New | +$251K | 0.15% | 90 |
|
|
2018
Q2 | – | Sell |
-185
| Closed | -$38K | – | 336 |
|
|
2018
Q1 | $38K | Buy |
185
+5
| +3% | +$1.03K | 0.03% | 225 |
|
|
2017
Q4 | $34K | Buy |
+180
| New | +$34K | 0.03% | 242 |
|