NWM
Nicola Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-18,500
| Closed | -$9.82M | – | 125 |
|
2023
Q4 | $9.82M | Hold |
18,500
| – | – | 1.03% | 34 |
|
2023
Q3 | $9.36M | Hold |
18,500
| – | – | 1.01% | 35 |
|
2023
Q2 | $9.65M | Hold |
18,500
| – | – | 0.95% | 40 |
|
2023
Q1 | $10.7M | Hold |
18,500
| – | – | 1.05% | 37 |
|
2022
Q4 | $10.2M | Buy |
18,500
+1,500
| +9% | +$826K | 1.03% | 34 |
|
2022
Q3 | $8.62M | Sell |
17,000
-2,315
| -12% | -$1.17M | 0.95% | 41 |
|
2022
Q2 | $10.5M | Sell |
19,315
-3,017
| -14% | -$1.64M | 1% | 36 |
|
2022
Q1 | $13.2M | Buy |
22,332
+4,000
| +22% | +$2.36M | 1.16% | 33 |
|
2021
Q4 | $12.2M | Sell |
18,332
-2,000
| -10% | -$1.34M | 1.15% | 33 |
|
2021
Q3 | $11.6M | Hold |
20,332
| – | – | 1.2% | 27 |
|
2021
Q2 | $10.3M | Sell |
20,332
-3,600
| -15% | -$1.82M | 1.05% | 39 |
|
2021
Q1 | $10.9M | Buy |
23,932
+4,794
| +25% | +$2.19M | 1.22% | 31 |
|
2020
Q4 | $8.91M | Sell |
19,138
-758
| -4% | -$353K | 1.11% | 38 |
|
2020
Q3 | $8.78M | Sell |
19,896
-539
| -3% | -$238K | 1.25% | 28 |
|
2020
Q2 | $7.4M | Hold |
20,435
| – | – | 1.03% | 41 |
|
2020
Q1 | $6.77M | Hold |
20,435
| – | – | 1.02% | 37 |
|
2019
Q4 | $7.46M | Sell |
20,435
-25,902
| -56% | -$9.45M | 1.12% | 30 |
|
2019
Q3 | $11.9M | Buy |
46,337
+15,902
| +52% | +$4.09M | 1.87% | 13 |
|
2019
Q2 | $9.71M | Hold |
30,435
| – | – | 1.61% | 19 |
|
2019
Q1 | $9.11M | Buy |
30,435
+2,000
| +7% | +$598K | 1.36% | 24 |
|
2018
Q4 | $7.05M | Hold |
28,435
| – | – | 1.16% | 29 |
|
2018
Q3 | $7.54M | Buy |
28,435
+1,712
| +6% | +$454K | 1.3% | 28 |
|
2018
Q2 | $6.17M | Buy |
26,723
+2,000
| +8% | +$462K | 1.2% | 27 |
|
2018
Q1 | $5.1M | Buy |
+24,723
| New | +$5.1M | 1.03% | 31 |
|