Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-369
| Closed | -$228K | – | 86 |
|
|
2024
Q3 | $228K | Hold |
369
| – | – | 0.12% | 70 |
|
|
2024
Q2 | $204K | Sell |
369
-22
| -6% | -$12.2K | 0.12% | 71 |
|
|
2024
Q1 | $227K | Sell |
391
-19
| -5% | -$11K | 0.14% | 66 |
|
|
2023
Q4 | $218K | Hold |
410
| – | – | 0.15% | 70 |
|
|
2023
Q3 | $208K | Hold |
410
| – | – | 0.22% | 51 |
|
|
2023
Q2 | $214K | Hold |
410
| – | – | 0.17% | 66 |
|
|
2023
Q1 | $236K | Hold |
410
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $226K | Hold |
410
| – | – | 0.21% | 59 |
|
|
2022
Q3 | $208K | Hold |
410
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $223K | Hold |
410
| – | – | 0.22% | 63 |
|
|
2022
Q1 | $242K | Sell |
410
-38
| -8% | -$22.4K | 0.21% | 72 |
|
|
2021
Q4 | $299K | Hold |
448
| – | – | 0.23% | 62 |
|
|
2021
Q3 | $256K | Hold |
448
| – | – | 0.23% | 62 |
|
|
2021
Q2 | $226K | Sell |
448
-173
| -28% | -$87.3K | 0.19% | 66 |
|
|
2021
Q1 | $283K | Sell |
621
-23
| -4% | -$10.5K | 0.24% | 60 |
|
|
2020
Q4 | $300K | Buy |
+644
| New | +$300K | 0.26% | 51 |
|