Monterey Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-579
| Closed | -$315K | – | 107 |
|
|
2022
Q2 | $315K | Buy |
579
+47
| +9% | +$25.6K | 0.18% | 72 |
|
|
2022
Q1 | $317K | Hold |
532
| – | – | 0.15% | 79 |
|
|
2021
Q4 | $355K | Hold |
532
| – | – | 0.18% | 74 |
|
|
2021
Q3 | $304K | Hold |
532
| – | – | 0.17% | 73 |
|
|
2021
Q2 | $268K | Buy |
+532
| New | +$268K | 0.15% | 82 |
|
|
2021
Q1 | – | Sell |
-471
| Closed | -$219K | – | 100 |
|
|
2020
Q4 | $219K | Hold |
471
| – | – | 0.13% | 85 |
|
|
2020
Q3 | $208K | Buy |
+471
| New | +$208K | 0.13% | 81 |
|