MWM
Modera 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 | $1.75M | Sell |
4,327
-20
| -0.5% | -$8.11K | 0.02% | 270 |
|
|
2025
Q1 | $2.16M | Sell |
4,347
-470
| -10% | -$234K | 0.03% | 239 |
|
|
2024
Q4 | $2.51M | Buy |
4,817
+947
| +24% | +$493K | 0.03% | 229 |
|
|
2024
Q3 | $2.39M | Buy |
3,870
+32
| +0.8% | +$19.8K | 0.03% | 217 |
|
|
2024
Q2 | $2.12M | Sell |
3,838
-47
| -1% | -$26K | 0.03% | 215 |
|
|
2024
Q1 | $2.26M | Sell |
3,885
-64
| -2% | -$37.2K | 0.03% | 213 |
|
|
2023
Q4 | $2.1M | Sell |
3,949
-85
| -2% | -$45.1K | 0.03% | 215 |
|
|
2023
Q3 | $2.04M | Sell |
4,034
-466
| -10% | -$236K | 0.04% | 213 |
|
|
2023
Q2 | $2.35M | Buy |
4,500
+2,179
| +94% | +$1.14M | 0.04% | 209 |
|
|
2023
Q1 | $1.34M | Buy |
2,321
+221
| +11% | +$127K | 0.05% | 128 |
|
|
2022
Q4 | $1.16M | Sell |
2,100
-24
| -1% | -$13.2K | 0.05% | 140 |
|
|
2022
Q3 | $1.08M | Sell |
2,124
-180
| -8% | -$91.3K | 0.05% | 128 |
|
|
2022
Q2 | $1.25M | Buy |
2,304
+736
| +47% | +$400K | 0.06% | 126 |
|
|
2022
Q1 | $926K | Buy |
1,568
+210
| +15% | +$124K | 0.04% | 160 |
|
|
2021
Q4 | $906K | Buy |
1,358
+288
| +27% | +$192K | 0.03% | 185 |
|
|
2021
Q3 | $611K | Buy |
1,070
+228
| +27% | +$130K | 0.03% | 142 |
|
|
2021
Q2 | $425K | Buy |
842
+41
| +5% | +$20.7K | 0.02% | 159 |
|
|
2021
Q1 | $365K | Sell |
801
-199
| -20% | -$90.7K | 0.02% | 162 |
|
|
2020
Q4 | $465K | Buy |
1,000
+310
| +45% | +$144K | 0.04% | 141 |
|
|
2020
Q3 | $305K | Hold |
690
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $250K | Buy |
+690
| New | +$250K | 0.04% | 133 |
|
|
2020
Q1 | – | Sell |
-884
| Closed | -$287K | – | 162 |
|
|
2019
Q4 | $287K | Sell |
884
-10
| -1% | -$3.25K | 0.04% | 108 |
|
|
2019
Q3 | $260K | Hold |
894
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $263K | Buy |
894
+10
| +1% | +$2.94K | 0.05% | 116 |
|
|
2019
Q1 | $242K | Buy |
+884
| New | +$242K | 0.05% | 125 |
|
|
2018
Q4 | – | Sell |
-909
| Closed | -$222K | – | 142 |
|
|
2018
Q3 | $222K | Buy |
+909
| New | +$222K | 0.05% | 130 |
|
|
2018
Q2 | – | Sell |
-1,215
| Closed | -$251K | – | 137 |
|
|
2018
Q1 | $251K | Buy |
+1,215
| New | +$251K | 0.05% | 109 |
|