Lyell Wealth Management’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 | $13M | Buy |
32,114
+1,333
| +4% | +$540K | 1.03% | 34 |
|
|
2025
Q1 | $15.3M | Buy |
30,781
+1,013
| +3% | +$504K | 1.43% | 17 |
|
|
2024
Q4 | $15.5M | Buy |
29,768
+408
| +1% | +$212K | 1.39% | 18 |
|
|
2024
Q3 | $18.2M | Buy |
29,360
+247
| +0.8% | +$153K | 1.65% | 14 |
|
|
2024
Q2 | $16.1M | Buy |
29,113
+839
| +3% | +$464K | 1.54% | 16 |
|
|
2024
Q1 | $16.4M | Buy |
28,274
+374
| +1% | +$217K | 1.67% | 15 |
|
|
2023
Q4 | $14.8M | Buy |
27,900
+2,679
| +11% | +$1.42M | 1.68% | 14 |
|
|
2023
Q3 | $12.8M | Sell |
25,221
-429
| -2% | -$217K | 1.72% | 13 |
|
|
2023
Q2 | $13.4M | Buy |
25,650
+491
| +2% | +$256K | 1.71% | 12 |
|
|
2023
Q1 | $14.5M | Sell |
25,159
-519
| -2% | -$299K | 2.03% | 6 |
|
|
2022
Q4 | $14.1M | Sell |
25,678
-1,140
| -4% | -$628K | 2.23% | 4 |
|
|
2022
Q3 | $13.6M | Buy |
26,818
+710
| +3% | +$360K | 2.32% | 5 |
|
|
2022
Q2 | $14.2M | Sell |
26,108
-219
| -0.8% | -$119K | 2.31% | 5 |
|
|
2022
Q1 | $15.6M | Sell |
26,327
-1,142
| -4% | -$675K | 2% | 9 |
|
|
2021
Q4 | $18.3M | Buy |
27,469
+267
| +1% | +$178K | 2.09% | 10 |
|
|
2021
Q3 | $15.5M | Buy |
27,202
+58
| +0.2% | +$33.2K | 1.89% | 13 |
|
|
2021
Q2 | $13.7M | Buy |
27,144
+1,197
| +5% | +$604K | 1.7% | 15 |
|
|
2021
Q1 | $11.8M | Buy |
25,947
+1,632
| +7% | +$745K | 1.73% | 16 |
|
|
2020
Q4 | $11.3M | Buy |
24,315
+1,626
| +7% | +$758K | 1.81% | 15 |
|
|
2020
Q3 | $10M | Sell |
22,689
-107
| -0.5% | -$47.3K | 1.88% | 15 |
|
|
2020
Q2 | $8.27M | Buy |
22,796
+951
| +4% | +$345K | 1.81% | 18 |
|
|
2020
Q1 | $6.2M | Buy |
21,845
+415
| +2% | +$118K | 1.85% | 17 |
|
|
2019
Q4 | $6.97M | Buy |
21,430
+650
| +3% | +$211K | 1.86% | 15 |
|
|
2019
Q3 | $6.06M | Buy |
20,780
+887
| +4% | +$259K | 1.82% | 17 |
|
|
2019
Q2 | $5.85M | Buy |
19,893
+922
| +5% | +$271K | 1.76% | 15 |
|
|
2019
Q1 | $5.2M | Buy |
18,971
+708
| +4% | +$194K | 1.73% | 16 |
|
|
2018
Q4 | $4.09M | Buy |
18,263
+97
| +0.5% | +$21.7K | 1.71% | 17 |
|
|
2018
Q3 | $4.44M | Buy |
18,166
+554
| +3% | +$135K | 1.49% | 23 |
|
|
2018
Q2 | $3.65M | Buy |
17,612
+385
| +2% | +$79.8K | 1.33% | 32 |
|
|
2018
Q1 | $3.56M | Buy |
17,227
+640
| +4% | +$132K | 1.32% | 34 |
|
|
2017
Q4 | $3.15M | Buy |
16,587
+360
| +2% | +$68.4K | 1.25% | 33 |
|
|
2017
Q3 | $3.07M | Buy |
16,227
+205
| +1% | +$38.8K | 1.33% | 35 |
|
|
2017
Q2 | $2.8M | Buy |
16,022
+812
| +5% | +$142K | 1.36% | 33 |
|
|
2017
Q1 | $2.34M | Sell |
15,210
-260
| -2% | -$40K | 1.27% | 39 |
|
|
2016
Q4 | $2.19M | Buy |
+15,470
| New | +$2.19M | 1.36% | 33 |
|