IWA
IVC Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-575
| Closed | -$318K | – | 173 |
|
|
2024
Q2 | $318K | Hold |
575
| – | – | 0.18% | 113 |
|
|
2024
Q1 | $334K | Hold |
575
| – | – | 0.19% | 111 |
|
|
2023
Q4 | $305K | Sell |
575
-6
| -1% | -$3.19K | 0.19% | 109 |
|
|
2023
Q3 | $294K | Sell |
581
-9
| -2% | -$4.56K | 0.2% | 109 |
|
|
2023
Q2 | $308K | Buy |
590
+4
| +0.7% | +$2.09K | 0.2% | 110 |
|
|
2023
Q1 | $338K | Buy |
586
+5
| +0.9% | +$2.88K | 0.24% | 96 |
|
|
2022
Q4 | $320K | Sell |
581
-22
| -4% | -$12.1K | 0.24% | 101 |
|
|
2022
Q3 | $306K | Buy |
603
+7
| +1% | +$3.55K | 0.25% | 98 |
|
|
2022
Q2 | $324K | Buy |
596
+21
| +4% | +$11.4K | 0.25% | 99 |
|
|
2022
Q1 | $340K | Sell |
575
-1
| -0.2% | -$591 | 0.22% | 103 |
|
|
2021
Q4 | $384K | Buy |
576
+1
| +0.2% | +$667 | 0.25% | 99 |
|
|
2021
Q3 | $329K | Sell |
575
-200
| -26% | -$114K | 0.23% | 103 |
|
|
2021
Q2 | $391K | Hold |
775
| – | – | 0.27% | 92 |
|
|
2021
Q1 | $354K | Hold |
775
| – | – | 0.28% | 90 |
|
|
2020
Q4 | $361K | Buy |
+775
| New | +$361K | 0.34% | 77 |
|