Live Oak Private Wealth’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
$4.48M Buy
11,038
+1,167
+12% +$473K 0.67% 52
2025
Q1
$4.91M Buy
9,871
+1,176
+14% +$585K 0.8% 47
2024
Q4
$4.52M Buy
8,695
+1,791
+26% +$932K 0.76% 51
2024
Q3
$4.27M Buy
6,904
+403
+6% +$249K 0.69% 52
2024
Q2
$3.6M Buy
6,501
+185
+3% +$102K 0.62% 57
2024
Q1
$3.67M Buy
6,316
+5,881
+1,352% +$3.42M 0.64% 53
2023
Q4
$231K Hold
435
0.04% 148
2023
Q3
$220K Hold
435
0.05% 143
2023
Q2
$227K Hold
435
0.05% 147
2023
Q1
$251K Sell
435
-6
-1% -$3.46K 0.05% 136
2022
Q4
$243K Hold
441
0.05% 148
2022
Q3
$224K Hold
441
0.05% 151
2022
Q2
$240K Buy
441
+30
+7% +$16.3K 0.05% 154
2022
Q1
$243K Sell
411
-4
-1% -$2.37K 0.05% 156
2021
Q4
$277K Buy
415
+2
+0.5% +$1.34K 0.05% 156
2021
Q3
$236K Buy
+413
New +$236K 0.05% 161