OWA
ORBA 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 |
-1,253
| Closed | -$623K | – | 104 |
|
2025
Q1 | $623K | Sell |
1,253
-15
| -1% | -$7.46K | 0.31% | 55 |
|
2024
Q4 | $660K | Hold |
1,268
| – | – | 0.34% | 52 |
|
2024
Q3 | $784K | Buy |
1,268
+31
| +3% | +$19.2K | 0.4% | 48 |
|
2024
Q2 | $684K | Buy |
1,237
+9
| +0.7% | +$4.98K | 0.35% | 47 |
|
2024
Q1 | $714K | Hold |
1,228
| – | – | 0.4% | 44 |
|
2023
Q4 | $652K | Buy |
+1,228
| New | +$652K | 0.39% | 45 |
|