Mount Yale Investment Advisors’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 | $579K | Buy |
1,428
+62
| +5% | +$25.1K | 0.05% | 310 |
|
|
2025
Q1 | $680K | Buy |
1,366
+149
| +12% | +$74.1K | 0.06% | 265 |
|
|
2024
Q4 | $633K | Sell |
1,217
-61
| -5% | -$31.7K | 0.05% | 304 |
|
|
2024
Q3 | $791K | Sell |
1,278
-381
| -23% | -$236K | 0.08% | 242 |
|
|
2024
Q2 | $917K | Buy |
1,659
+4
| +0.2% | +$2.21K | 0.07% | 225 |
|
|
2024
Q1 | $962K | Sell |
1,655
-31
| -2% | -$18K | 0.07% | 226 |
|
|
2023
Q4 | $895K | Sell |
1,686
-34
| -2% | -$18K | 0.09% | 220 |
|
|
2023
Q3 | $871K | Sell |
1,720
-9
| -0.5% | -$4.56K | 0.09% | 204 |
|
|
2023
Q2 | $902K | Sell |
1,729
-92
| -5% | -$48K | 0.1% | 209 |
|
|
2023
Q1 | $1.05M | Sell |
1,821
-1,032
| -36% | -$595K | 0.12% | 172 |
|
|
2022
Q4 | $1.57M | Sell |
2,853
-8
| -0.3% | -$4.41K | 0.18% | 129 |
|
|
2022
Q3 | $1.45M | Sell |
2,861
-19
| -0.7% | -$9.64K | 0.19% | 115 |
|
|
2022
Q2 | $1.57M | Sell |
2,880
-431
| -13% | -$234K | 0.2% | 113 |
|
|
2022
Q1 | $1.96M | Sell |
3,311
-425
| -11% | -$251K | 0.21% | 113 |
|
|
2021
Q4 | $2.49M | Sell |
3,736
-48
| -1% | -$32K | 0.26% | 90 |
|
|
2021
Q3 | $2.16M | Sell |
3,784
-166
| -4% | -$94.8K | 0.25% | 97 |
|
|
2021
Q2 | $1.99M | Sell |
3,950
-62
| -2% | -$31.3K | 0.24% | 88 |
|
|
2021
Q1 | $1.83M | Sell |
4,012
-421
| -9% | -$192K | 0.24% | 90 |
|
|
2020
Q4 | $2.07M | Sell |
4,433
-42
| -0.9% | -$19.6K | 0.29% | 85 |
|
|
2020
Q3 | $1.98M | Sell |
4,475
-1,568
| -26% | -$692K | 0.28% | 80 |
|
|
2020
Q2 | $2.19M | Sell |
6,043
-1,301
| -18% | -$471K | 0.39% | 68 |
|
|
2020
Q1 | $2.08M | Buy |
7,344
+53
| +0.7% | +$15K | 0.47% | 51 |
|
|
2019
Q4 | $2.28M | Sell |
7,291
-793
| -10% | -$248K | 0.4% | 55 |
|
|
2019
Q3 | $2.39M | Sell |
8,084
-479
| -6% | -$142K | 0.43% | 59 |
|
|
2019
Q2 | $2.35M | Sell |
8,563
-14
| -0.2% | -$3.85K | 0.43% | 54 |
|
|
2019
Q1 | $2.35M | Sell |
8,577
-44
| -0.5% | -$12K | 0.44% | 54 |
|
|
2018
Q4 | $2.11M | Sell |
8,621
-524
| -6% | -$128K | 0.43% | 56 |
|
|
2018
Q3 | $2.25M | Sell |
9,145
-2,597
| -22% | -$638K | 0.39% | 57 |
|
|
2018
Q2 | $2.43M | Sell |
11,742
-56
| -0.5% | -$11.6K | 0.46% | 52 |
|
|
2018
Q1 | $2.44M | Buy |
+11,798
| New | +$2.44M | 0.52% | 49 |
|