MWC
MBM Wealth Consultants’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,555
| Closed | -$751K | – | 122 |
|
2023
Q3 | $751K | Buy |
1,555
+149
| +11% | +$71.9K | 0.33% | 49 |
|
2023
Q2 | $739K | Buy |
1,406
+247
| +21% | +$130K | 0.32% | 48 |
|
2023
Q1 | $748K | Hold |
1,159
| – | – | 0.31% | 43 |
|
2022
Q4 | $641K | Hold |
1,159
| – | – | 0.3% | 41 |
|
2022
Q3 | $606K | Buy |
1,159
+13
| +1% | +$6.8K | 0.29% | 40 |
|
2022
Q2 | $623K | Buy |
1,146
+54
| +5% | +$29.4K | 0.3% | 40 |
|
2022
Q1 | $645K | Buy |
1,092
+133
| +14% | +$78.6K | 0.27% | 50 |
|
2021
Q4 | $640K | Hold |
959
| – | – | 0.27% | 52 |
|
2021
Q3 | $548K | Buy |
959
+52
| +6% | +$29.7K | 0.25% | 51 |
|
2021
Q2 | $457K | Buy |
907
+71
| +8% | +$35.8K | 0.21% | 62 |
|
2021
Q1 | $382K | Buy |
836
+8
| +1% | +$3.66K | 0.19% | 74 |
|
2020
Q4 | $386K | Sell |
828
-6
| -0.7% | -$2.8K | 0.21% | 61 |
|
2020
Q3 | $368K | Sell |
834
-19
| -2% | -$8.38K | 0.24% | 52 |
|
2020
Q2 | $309K | Sell |
853
-507
| -37% | -$184K | 0.22% | 61 |
|
2020
Q1 | $386K | Buy |
1,360
+25
| +2% | +$7.1K | 0.32% | 50 |
|
2019
Q4 | $434K | Sell |
1,335
-107
| -7% | -$34.8K | 0.32% | 62 |
|
2019
Q3 | $420K | Buy |
1,442
+41
| +3% | +$11.9K | 0.33% | 69 |
|
2019
Q2 | $415K | Buy |
1,401
+46
| +3% | +$13.6K | 0.34% | 64 |
|
2019
Q1 | $371K | Buy |
1,355
+1,241
| +1,089% | +$340K | 0.33% | 64 |
|
2018
Q4 | $14K | Buy |
+114
| New | +$14K | 0.01% | 167 |
|