JFS Wealth 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 | $94.1K | Sell |
232
-11
| -5% | -$4.46K | 0.01% | 379 |
|
|
2025
Q1 | $121K | Sell |
243
-9
| -4% | -$4.48K | 0.01% | 352 |
|
|
2024
Q4 | $131K | Sell |
252
-17
| -6% | -$8.85K | 0.01% | 333 |
|
|
2024
Q3 | $166K | Buy |
269
+81
| +43% | +$50.1K | 0.01% | 309 |
|
|
2024
Q2 | $104K | Sell |
188
-49
| -21% | -$27.1K | 0.01% | 302 |
|
|
2024
Q1 | $138K | Buy |
237
+23
| +11% | +$13.4K | 0.01% | 280 |
|
|
2023
Q4 | $114K | Buy |
214
+48
| +29% | +$25.5K | 0.01% | 283 |
|
|
2023
Q3 | $84K | Sell |
166
-1
| -0.6% | -$506 | 0.01% | 296 |
|
|
2023
Q2 | $87.1K | Sell |
167
-20
| -11% | -$10.4K | 0.01% | 292 |
|
|
2023
Q1 | $108K | Sell |
187
-33
| -15% | -$19K | 0.01% | 267 |
|
|
2022
Q4 | $121K | Sell |
220
-86
| -28% | -$47.4K | 0.01% | 255 |
|
|
2022
Q3 | $155K | Sell |
306
-2
| -0.6% | -$1.01K | 0.02% | 244 |
|
|
2022
Q2 | $167K | Buy |
308
+7
| +2% | +$3.8K | 0.02% | 235 |
|
|
2022
Q1 | $178K | Buy |
301
+21
| +8% | +$12.4K | 0.02% | 237 |
|
|
2021
Q4 | $187K | Hold |
280
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $160K | Buy |
280
+242
| +637% | +$138K | 0.02% | 246 |
|
|
2021
Q2 | $19K | Hold |
38
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $17K | Hold |
38
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $18K | Buy |
+38
| New | +$18K | ﹤0.01% | 347 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$1K | – | 540 |
|
|
2018
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 507 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$3K | – | 613 |
|
|
2016
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 498 |
|
|
2015
Q3 | – | Sell |
-15
| Closed | -$2K | – | 570 |
|
|
2015
Q2 | $2K | Sell |
15
-3
| -17% | -$400 | ﹤0.01% | 472 |
|
|
2015
Q1 | $2K | Sell |
18
-53
| -75% | -$5.89K | ﹤0.01% | 468 |
|
|
2014
Q4 | $9K | Buy |
71
+53
| +294% | +$6.72K | ﹤0.01% | 378 |
|
|
2014
Q3 | $2K | Sell |
18
-2
| -10% | -$222 | ﹤0.01% | 441 |
|
|
2014
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 440 |
|