MWM
Marietta Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
16,399
+1,007
| +7% | +$408K | 0.87% | 43 |
|
|
2025
Q1 | $7.66M | Buy |
15,392
+1,365
| +10% | +$679K | 1.12% | 35 |
|
|
2024
Q4 | $7.3M | Buy |
14,027
+708
| +5% | +$368K | 1.05% | 34 |
|
|
2024
Q3 | $8.24M | Buy |
13,319
+366
| +3% | +$226K | 1.2% | 27 |
|
|
2024
Q2 | $7.16M | Buy |
12,953
+134
| +1% | +$74.1K | 1.12% | 31 |
|
|
2024
Q1 | $7.45M | Buy |
12,819
+44
| +0.3% | +$25.6K | 1.23% | 27 |
|
|
2023
Q4 | $6.78M | Sell |
12,775
-299
| -2% | -$159K | 1.21% | 31 |
|
|
2023
Q3 | $6.62M | Sell |
13,074
-15
| -0.1% | -$7.59K | 1.31% | 25 |
|
|
2023
Q2 | $6.83M | Buy |
13,089
+454
| +4% | +$237K | 1.29% | 24 |
|
|
2023
Q1 | $7.28M | Sell |
12,635
-298
| -2% | -$172K | 1.55% | 16 |
|
|
2022
Q4 | $7.12M | Buy |
12,933
+152
| +1% | +$83.7K | 1.61% | 12 |
|
|
2022
Q3 | $6.48M | Buy |
12,781
+17
| +0.1% | +$8.62K | 1.62% | 17 |
|
|
2022
Q2 | $6.93M | Sell |
12,764
-148
| -1% | -$80.4K | 1.68% | 13 |
|
|
2022
Q1 | $7.63M | Buy |
12,912
+529
| +4% | +$312K | 1.59% | 17 |
|
|
2021
Q4 | $8.26M | Sell |
12,383
-129
| -1% | -$86.1K | 1.66% | 16 |
|
|
2021
Q3 | $7.15M | Buy |
12,512
+205
| +2% | +$117K | 1.56% | 19 |
|
|
2021
Q2 | $6.21M | Buy |
12,307
+389
| +3% | +$196K | 1.4% | 23 |
|
|
2021
Q1 | $5.44M | Buy |
11,918
+597
| +5% | +$272K | 1.35% | 23 |
|
|
2020
Q4 | $5.27M | Buy |
11,321
+285
| +3% | +$133K | 1.45% | 23 |
|
|
2020
Q3 | $4.87M | Buy |
11,036
+1,162
| +12% | +$513K | 1.52% | 20 |
|
|
2020
Q2 | $3.58M | Buy |
9,874
+2,965
| +43% | +$1.07M | 1.22% | 32 |
|
|
2020
Q1 | $1.96M | Buy |
6,909
+2,845
| +70% | +$807K | 0.76% | 59 |
|
|
2019
Q4 | $1.32M | Sell |
4,064
-16
| -0.4% | -$5.2K | 0.44% | 68 |
|
|
2019
Q3 | $1.19M | Sell |
4,080
-54
| -1% | -$15.7K | 0.43% | 70 |
|
|
2019
Q2 | $1.21M | Sell |
4,134
-170
| -4% | -$49.9K | 0.47% | 69 |
|
|
2019
Q1 | $1.18M | Hold |
4,304
| – | – | 0.48% | 68 |
|
|
2018
Q4 | $963K | Sell |
4,304
-1
| -0% | -$224 | 0.46% | 68 |
|
|
2018
Q3 | $1.05M | Buy |
4,305
+209
| +5% | +$51K | 0.46% | 71 |
|
|
2018
Q2 | $848K | Sell |
4,096
-85
| -2% | -$17.6K | 0.41% | 75 |
|
|
2018
Q1 | $863K | Hold |
4,181
| – | – | 0.45% | 70 |
|
|
2017
Q4 | $794K | Sell |
4,181
-205
| -5% | -$38.9K | 0.43% | 70 |
|
|
2017
Q3 | $830K | Buy |
4,386
+40
| +0.9% | +$7.57K | 0.46% | 71 |
|
|
2017
Q2 | $758K | Sell |
4,346
-75
| -2% | -$13.1K | 0.46% | 71 |
|
|
2017
Q1 | $679K | Buy |
4,421
+100
| +2% | +$15.4K | 0.45% | 74 |
|
|
2016
Q4 | $610K | Buy |
+4,321
| New | +$610K | 0.49% | 73 |
|