PWM
Perigon Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
27,728
-1,671
| -6% | -$678K | 0.26% | 80 |
|
|
2025
Q1 | $14.6M | Sell |
29,399
-503
| -2% | -$250K | 0.38% | 54 |
|
|
2024
Q4 | $16.8M | Sell |
29,902
-99
| -0.3% | -$55.6K | 0.41% | 46 |
|
|
2024
Q3 | $18.6M | Sell |
30,001
-3,689
| -11% | -$2.28M | 0.49% | 34 |
|
|
2024
Q2 | $18.6M | Sell |
33,690
-276
| -0.8% | -$153K | 0.54% | 31 |
|
|
2024
Q1 | $19.7M | Sell |
33,966
-763
| -2% | -$443K | 0.6% | 30 |
|
|
2023
Q4 | $18.4M | Buy |
34,729
+5,524
| +19% | +$2.93M | 0.6% | 32 |
|
|
2023
Q3 | $14.8M | Sell |
29,205
-790
| -3% | -$400K | 0.6% | 33 |
|
|
2023
Q2 | $15.6M | Buy |
29,995
+161
| +0.5% | +$84K | 0.61% | 33 |
|
|
2023
Q1 | $17.2M | Sell |
29,834
-2
| -0% | -$1.15K | 0.98% | 15 |
|
|
2022
Q4 | $16.4M | Buy |
29,836
+1,727
| +6% | +$951K | 1.02% | 15 |
|
|
2022
Q3 | $14.3M | Sell |
28,109
-531
| -2% | -$269K | 1.23% | 13 |
|
|
2022
Q2 | $15.6M | Buy |
28,640
+405
| +1% | +$220K | 1.3% | 13 |
|
|
2022
Q1 | $16.7M | Sell |
28,235
-233
| -0.8% | -$138K | 1.18% | 14 |
|
|
2021
Q4 | $19M | Buy |
28,468
+245
| +0.9% | +$163K | 1.36% | 11 |
|
|
2021
Q3 | $16.1M | Sell |
28,223
-62
| -0.2% | -$35.4K | 1.4% | 10 |
|
|
2021
Q2 | $14.3M | Buy |
28,285
+214
| +0.8% | +$108K | 1.27% | 12 |
|
|
2021
Q1 | $12.8M | Buy |
28,071
+580
| +2% | +$265K | 1.31% | 12 |
|
|
2020
Q4 | $12.8M | Buy |
27,491
+90
| +0.3% | +$41.9K | 1.49% | 10 |
|
|
2020
Q3 | $12.1M | Buy |
27,401
+156
| +0.6% | +$68.9K | 1.69% | 10 |
|
|
2020
Q2 | $9.87M | Buy |
27,245
+432
| +2% | +$157K | 1.57% | 11 |
|
|
2020
Q1 | $8.51M | Buy |
26,813
+861
| +3% | +$273K | 1.58% | 10 |
|
|
2019
Q4 | $8.44M | Buy |
25,952
+934
| +4% | +$304K | 1.72% | 12 |
|
|
2019
Q3 | $7.16M | Sell |
25,018
-11
| -0% | -$3.15K | 1.68% | 12 |
|
|
2019
Q2 | $7.35M | Buy |
25,029
+263
| +1% | +$77.2K | 1.72% | 11 |
|
|
2019
Q1 | $6.68M | Buy |
24,766
+175
| +0.7% | +$47.2K | 1.55% | 13 |
|
|
2018
Q4 | $5.92M | Sell |
24,591
-584
| -2% | -$141K | 1.51% | 12 |
|
|
2018
Q3 | $6.15M | Sell |
25,175
-2,875
| -10% | -$702K | 1.51% | 12 |
|
|
2018
Q2 | $5.82M | Buy |
28,050
+1,873
| +7% | +$388K | 1.75% | 11 |
|
|
2018
Q1 | $5.41M | Buy |
26,177
+1,407
| +6% | +$291K | 1.99% | 9 |
|
|
2017
Q4 | $4.71M | Sell |
24,770
-1,489
| -6% | -$283K | 1.76% | 14 |
|
|
2017
Q3 | $4.97M | Sell |
26,259
-4,992
| -16% | -$945K | 1.61% | 12 |
|
|
2017
Q2 | $5.46M | Buy |
31,251
+397
| +1% | +$69.3K | 1.19% | 18 |
|
|
2017
Q1 | $4.74M | Buy |
30,854
+624
| +2% | +$95.9K | 1.01% | 24 |
|
|
2016
Q4 | $4.84M | Buy |
30,230
+5,325
| +21% | +$853K | 1.06% | 24 |
|
|
2016
Q3 | $3.96M | Hold |
24,905
| – | – | 1.02% | 28 |
|
|
2016
Q2 | $3.68M | Buy |
24,905
+296
| +1% | +$43.8K | 0.98% | 26 |
|
|
2016
Q1 | $3.48M | Hold |
24,609
| – | – | 1.09% | 28 |
|
|
2015
Q4 | $3.49M | Hold |
24,609
| – | – | 0.96% | 29 |
|
|
2015
Q3 | $3.01M | Sell |
24,609
-1,055
| -4% | -$129K | 0.89% | 22 |
|
|
2015
Q2 | $3.33M | Hold |
25,664
| – | – | 0.88% | 23 |
|
|
2015
Q1 | $3.45M | Sell |
25,664
-98
| -0.4% | -$13.2K | 0.95% | 22 |
|
|
2014
Q4 | $3.23M | Buy |
25,762
+278
| +1% | +$34.8K | 0.97% | 20 |
|
|
2014
Q3 | $3.1M | Sell |
25,484
-274
| -1% | -$33.3K | 0.92% | 23 |
|
|
2014
Q2 | $3.04M | Hold |
25,758
| – | – | 0.87% | 33 |
|
|
2014
Q1 | $3.1M | Sell |
25,758
-502
| -2% | -$60.4K | 1.71% | 17 |
|
|
2013
Q4 | $2.92M | Buy |
+26,260
| New | +$2.92M | 1.62% | 20 |
|