LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Buy |
545,537
+22,057
| +4% | +$8.94M | 1.95% | 18 |
|
|
2025
Q1 | $226M | Buy |
523,480
+710
| +0.1% | +$306K | 2.2% | 14 |
|
|
2024
Q4 | $305M | Sell |
522,770
-2,615
| -0.5% | -$1.53M | 2.62% | 11 |
|
|
2024
Q3 | $293M | Sell |
525,385
-3,036
| -0.6% | -$1.69M | 2.61% | 11 |
|
|
2024
Q2 | $293M | Buy |
528,421
+886
| +0.2% | +$492K | 2.7% | 12 |
|
|
2024
Q1 | $289M | Sell |
527,535
-7,386
| -1% | -$4.05M | 2.88% | 9 |
|
|
2023
Q4 | $288M | Sell |
534,921
-1,135
| -0.2% | -$612K | 2.86% | 11 |
|
|
2023
Q3 | $240M | Buy |
536,056
+7,230
| +1% | +$3.24M | 2.69% | 12 |
|
|
2023
Q2 | $276M | Buy |
528,826
+8,943
| +2% | +$4.67M | 2.95% | 11 |
|
|
2023
Q1 | $300M | Buy |
519,883
+789
| +0.2% | +$455K | 3.43% | 9 |
|
|
2022
Q4 | $286M | Buy |
519,094
+3,675
| +0.7% | +$2.02M | 3.54% | 8 |
|
|
2022
Q3 | $261M | Buy |
515,419
+7,793
| +2% | +$3.95M | 3.4% | 9 |
|
|
2022
Q2 | $276M | Buy |
507,626
+6,697
| +1% | +$3.64M | 3.39% | 7 |
|
|
2022
Q1 | $296M | Buy |
500,929
+4,619
| +0.9% | +$2.73M | 3.04% | 11 |
|
|
2021
Q4 | $331M | Buy |
496,310
+15,855
| +3% | +$10.6M | 3.04% | 8 |
|
|
2021
Q3 | $274M | Buy |
480,455
+60,289
| +14% | +$34.4M | 2.72% | 12 |
|
|
2021
Q2 | $212M | Buy |
420,166
+75,916
| +22% | +$38.3M | 2.15% | 16 |
|
|
2021
Q1 | $157M | Buy |
344,250
+99,898
| +41% | +$45.6M | 1.74% | 18 |
|
|
2020
Q4 | $114M | Buy |
244,352
+22,396
| +10% | +$10.4M | 1.27% | 27 |
|
|
2020
Q3 | $98M | Buy |
221,956
+1,518
| +0.7% | +$670K | 1.23% | 26 |
|
|
2020
Q2 | $79.9M | Sell |
220,438
-1,201
| -0.5% | -$435K | 1.1% | 30 |
|
|
2020
Q1 | $62.9M | Sell |
221,639
-260
| -0.1% | -$73.7K | 1.05% | 30 |
|
|
2019
Q4 | $72.1M | Sell |
221,899
-51
| -0% | -$16.6K | 0.97% | 30 |
|
|
2019
Q3 | $64.6M | Buy |
221,950
+2,341
| +1% | +$682K | 0.94% | 32 |
|
|
2019
Q2 | $64.5M | Buy |
219,609
+824
| +0.4% | +$242K | 0.94% | 32 |
|
|
2019
Q1 | $59.9M | Sell |
218,785
-776
| -0.4% | -$212K | 0.91% | 35 |
|
|
2018
Q4 | $49.1M | Buy |
219,561
+8,997
| +4% | +$2.01M | 0.89% | 34 |
|
|
2018
Q3 | $51.4M | Buy |
210,564
+9,739
| +5% | +$2.38M | 0.81% | 34 |
|
|
2018
Q2 | $41.6M | Buy |
200,825
+5,037
| +3% | +$1.04M | 0.72% | 37 |
|
|
2018
Q1 | $40.4M | Buy |
195,788
+3,705
| +2% | +$765K | 0.73% | 39 |
|
|
2017
Q4 | $36.5M | Buy |
192,083
+2,554
| +1% | +$485K | 0.67% | 40 |
|
|
2017
Q3 | $35.9M | Buy |
189,529
+2,940
| +2% | +$556K | 0.69% | 43 |
|
|
2017
Q2 | $32.8M | Buy |
186,589
+10,616
| +6% | +$1.86M | 0.65% | 43 |
|
|
2017
Q1 | $27M | Buy |
175,973
+1,246
| +0.7% | +$191K | 0.56% | 45 |
|
|
2016
Q4 | $24.7M | Buy |
174,727
+42,007
| +32% | +$5.93M | 0.55% | 46 |
|
|
2016
Q3 | $21.1M | Buy |
132,720
+4,252
| +3% | +$676K | 0.48% | 47 |
|
|
2016
Q2 | $19M | Buy |
128,468
+6,336
| +5% | +$936K | 0.44% | 52 |
|
|
2016
Q1 | $17.3M | Buy |
122,132
+41,636
| +52% | +$5.9M | 0.41% | 50 |
|
|
2015
Q4 | $11.4M | Buy |
80,496
+50,890
| +172% | +$7.22M | 0.28% | 66 |
|
|
2015
Q3 | $3.84M | Hold |
29,606
| – | – | 0.1% | 96 |
|
|
2015
Q2 | $3.84M | Buy |
29,606
+16,965
| +134% | +$2.2M | 0.1% | 96 |
|
|
2015
Q1 | $1.7M | Buy |
12,641
+11,310
| +850% | +$1.52M | 0.04% | 119 |
|
|
2014
Q4 | $167K | Buy |
1,331
+405
| +44% | +$50.8K | ﹤0.01% | 302 |
|
|
2014
Q3 | $113K | Sell |
926
-150
| -14% | -$18.3K | ﹤0.01% | 331 |
|
|
2014
Q2 | $127K | Hold |
1,076
| – | – | ﹤0.01% | 327 |
|
|
2014
Q1 | $129K | Hold |
1,076
| – | – | ﹤0.01% | 310 |
|
|
2013
Q4 | $120K | Hold |
1,076
| – | – | ﹤0.01% | 308 |
|
|
2013
Q3 | $99K | Sell |
1,076
-400
| -27% | -$36.8K | ﹤0.01% | 311 |
|
|
2013
Q2 | $125K | Buy |
+1,476
| New | +$125K | ﹤0.01% | 299 |
|