J.W. Cole 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
$3.66M Buy
9,026
+5,198
+136% +$2.11M 0.08% 249
2025
Q1
$1.9M Buy
3,828
+2,035
+113% +$1.01M 0.06% 333
2024
Q4
$933K Buy
1,793
+290
+19% +$151K 0.04% 430
2024
Q3
$930K Sell
1,503
-226
-13% -$140K 0.04% 412
2024
Q2
$956K Sell
1,729
-2,224
-56% -$1.23M 0.05% 364
2024
Q1
$2.3M Buy
3,953
+1,711
+76% +$994K 0.12% 189
2023
Q4
$1.19M Buy
2,242
+559
+33% +$297K 0.07% 278
2023
Q3
$852K Sell
1,683
-220
-12% -$111K 0.06% 287
2023
Q2
$993K Sell
1,903
-1,688
-47% -$881K 0.07% 270
2023
Q1
$2.07M Buy
3,591
+210
+6% +$121K 0.15% 161
2022
Q4
$1.86M Buy
3,381
+92
+3% +$50.7K 0.14% 169
2022
Q3
$1.67M Buy
3,289
+54
+2% +$27.4K 0.14% 177
2022
Q2
$1.76M Sell
3,235
-118
-4% -$64.1K 0.14% 173
2022
Q1
$1.98M Buy
3,353
+227
+7% +$134K 0.13% 177
2021
Q4
$2.09M Buy
3,126
+723
+30% +$482K 0.14% 179
2021
Q3
$1.37M Sell
2,403
-112
-4% -$64K 0.1% 136
2021
Q2
$1.27M Sell
2,515
-1,794
-42% -$905K 0.1% 231
2021
Q1
$1.97M Buy
4,309
+283
+7% +$129K 0.19% 129
2020
Q4
$1.88M Buy
4,026
+495
+14% +$231K 0.19% 122
2020
Q3
$1.56M Buy
+3,531
New +$1.56M 0.12% 185
2020
Q2
Sell
-1,984
Closed -$563K 318
2020
Q1
$563K Sell
1,984
-1,164
-37% -$330K 1.09% 26
2019
Q4
$1.02M Buy
+3,148
New +$1.02M 0.13% 182