Institute for Wealth Management’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
$365K Sell
901
-16
-2% -$6.49K 0.04% 383
2025
Q1
$456K Hold
917
0.06% 310
2024
Q4
$477K Sell
917
-46
-5% -$23.9K 0.06% 291
2024
Q3
$595K Sell
963
-28
-3% -$17.3K 0.08% 263
2024
Q2
$548K Sell
991
-14
-1% -$7.74K 0.07% 264
2024
Q1
$584K Sell
1,005
-177
-15% -$103K 0.08% 257
2023
Q4
$627K Hold
1,182
0.1% 225
2023
Q3
$598K Buy
1,182
+162
+16% +$82K 0.11% 219
2023
Q2
$532K Sell
1,020
-30
-3% -$15.6K 0.09% 246
2023
Q1
$605K Buy
1,050
+26
+3% +$15K 0.12% 224
2022
Q4
$564K Buy
1,024
+18
+2% +$9.91K 0.12% 233
2022
Q3
$510K Hold
1,006
0.11% 232
2022
Q2
$546K Hold
1,006
0.11% 253
2022
Q1
$594K Sell
1,006
-38
-4% -$22.4K 0.1% 256
2021
Q4
$696K Sell
1,044
-1
-0.1% -$667 0.11% 218
2021
Q3
$597K Buy
1,045
+159
+18% +$90.8K 0.1% 234
2021
Q2
$447K Sell
886
-23
-3% -$11.6K 0.08% 297
2021
Q1
$415K Buy
909
+23
+3% +$10.5K 0.08% 294
2020
Q4
$413K Sell
886
-170
-16% -$79.2K 0.08% 288
2020
Q3
$466K Buy
1,056
+157
+17% +$69.3K 0.11% 237
2020
Q2
$326K Buy
899
+19
+2% +$6.89K 0.08% 312
2020
Q1
$250K Sell
880
-92
-9% -$26.1K 0.08% 313
2019
Q4
$316K Buy
972
+26
+3% +$8.45K 0.07% 335
2019
Q3
$276K Sell
946
-396
-30% -$116K 0.07% 341
2019
Q2
$394K Buy
1,342
+62
+5% +$18.2K 0.09% 294
2019
Q1
$350K Buy
+1,280
New +$350K 0.08% 304
2017
Q3
Sell
-1,447
Closed -$250K 380
2017
Q2
$250K Buy
+1,447
New +$250K 0.07% 338