Kingswood 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
$516K Sell
1,272
-332
-21% -$135K 0.04% 402
2025
Q1
$798K Sell
1,604
-92
-5% -$45.8K 0.07% 297
2024
Q4
$882K Sell
1,696
-3,471
-67% -$1.81M 0.07% 303
2024
Q3
$3.2M Buy
5,167
+337
+7% +$208K 0.23% 105
2024
Q2
$2.67M Buy
4,830
+423
+10% +$234K 0.24% 91
2024
Q1
$2.56M Sell
4,407
-294
-6% -$171K 0.3% 74
2023
Q4
$2.5M Buy
4,701
+3,706
+372% +$1.97M 0.28% 74
2023
Q3
$2.52M Buy
995
+124
+14% +$314K 0.43% 59
2023
Q2
$454K Buy
+871
New +$454K 0.14% 146