OWA
One Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-240
| Closed | -$132K | – | 559 |
|
2022
Q4 | $132K | Buy |
+240
| New | +$132K | 0.03% | 254 |
|
2020
Q2 | – | Sell |
-1,318
| Closed | -$374K | – | 97 |
|
2020
Q1 | $374K | Sell |
1,318
-961
| -42% | -$273K | 0.37% | 33 |
|
2019
Q4 | $740K | Buy |
2,279
+524
| +30% | +$170K | 0.55% | 19 |
|
2019
Q3 | $511K | Sell |
1,755
-355
| -17% | -$103K | 0.45% | 28 |
|
2019
Q2 | $620K | Buy |
2,110
+1,058
| +101% | +$311K | 0.51% | 25 |
|
2019
Q1 | $288K | Buy |
1,052
+44
| +4% | +$12K | 0.24% | 75 |
|
2018
Q4 | $226K | Buy |
+1,008
| New | +$226K | 0.23% | 81 |
|