IWA
IBEX Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,918
| Closed | -$2.67M | – | 231 |
|
|
2024
Q3 | $2.67M | Buy |
29,918
+29,893
| +119,572% | +$2.67M | 0.73% | 46 |
|
|
2024
Q2 | $13.8K | Sell |
25
-10,991
| -100% | -$6.08M | ﹤0.01% | 210 |
|
|
2024
Q1 | $6.07M | Buy |
+11,016
| New | +$6.07M | 1.64% | 24 |
|
|
2023
Q1 | $4.78M | Sell |
8,285
-2,731
| -25% | -$1.57M | 1.24% | 33 |
|
|
2022
Q4 | $6.07M | Buy |
11,016
+2,841
| +35% | +$1.56M | 1.37% | 25 |
|
|
2022
Q3 | $4.15M | Sell |
8,175
-279
| -3% | -$141K | 1.08% | 32 |
|
|
2022
Q2 | $4.59M | Buy |
8,454
+45
| +0.5% | +$24.4K | 1.06% | 36 |
|
|
2022
Q1 | $4.97M | Sell |
8,409
-1,414
| -14% | -$835K | 0.95% | 40 |
|
|
2021
Q4 | $6.55M | Buy |
9,823
+1,529
| +18% | +$1.02M | 1.16% | 24 |
|
|
2021
Q3 | $4.74M | Buy |
8,294
+132
| +2% | +$75.4K | 0.91% | 35 |
|
|
2021
Q2 | $4.12M | Buy |
+8,162
| New | +$4.12M | 0.82% | 46 |
|
|
2021
Q1 | – | Sell |
-12,798
| Closed | -$5.96M | – | 125 |
|
|
2020
Q4 | $5.96M | Buy |
12,798
+378
| +3% | +$176K | 1.56% | 16 |
|
|
2020
Q3 | $5.48M | Sell |
12,420
-98
| -0.8% | -$43.3K | 1.59% | 18 |
|
|
2020
Q2 | $4.54M | Buy |
+12,518
| New | +$4.54M | 1.46% | 22 |
|
|
2019
Q3 | – | Sell |
-6,035
| Closed | -$1.77M | – | 331 |
|
|
2019
Q2 | $1.77M | Buy |
+6,035
| New | +$1.77M | 0.51% | 79 |
|