OWA
Octavia Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-481
| Closed | -$240K | – | 242 |
|
2025
Q1 | $240K | Buy |
481
+48
| +11% | +$23.9K | 0.03% | 199 |
|
2024
Q4 | $225K | Buy |
433
+8
| +2% | +$4.17K | 0.03% | 204 |
|
2024
Q3 | $263K | Buy |
425
+62
| +17% | +$38.4K | 0.03% | 184 |
|
2024
Q2 | $201K | Buy |
363
+12
| +3% | +$6.64K | 0.03% | 209 |
|
2024
Q1 | $204K | Buy |
+351
| New | +$204K | 0.03% | 207 |
|
2023
Q4 | – | Sell |
-456
| Closed | -$231K | – | 234 |
|
2023
Q3 | $231K | Buy |
+456
| New | +$231K | 0.05% | 179 |
|