PWAG
Polaris Wealth Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,380
| Closed | -$7.27M | – | 178 |
|
|
2022
Q2 | $7.27M | Sell |
13,380
-1,772
| -12% | -$963K | 0.58% | 46 |
|
|
2022
Q1 | $9.28M | Sell |
15,152
-24,916
| -62% | -$15.3M | 0.62% | 50 |
|
|
2021
Q4 | $26.7M | Buy |
+40,068
| New | +$26.7M | 1.53% | 25 |
|
|
2021
Q2 | – | Sell |
-44,296
| Closed | -$21.2M | – | 206 |
|
|
2021
Q1 | $21.2M | Buy |
44,296
+32,745
| +283% | +$15.7M | 1.36% | 29 |
|
|
2020
Q4 | $5.92M | Sell |
11,551
-1,758
| -13% | -$901K | 0.44% | 71 |
|
|
2020
Q3 | $6M | Sell |
13,309
-6,213
| -32% | -$2.8M | 0.56% | 46 |
|
|
2020
Q2 | $7.02M | Sell |
19,522
-4,193
| -18% | -$1.51M | 0.56% | 50 |
|
|
2020
Q1 | $6.73M | Sell |
23,715
-1,838
| -7% | -$521K | 0.73% | 37 |
|
|
2019
Q4 | $8.61M | Sell |
25,553
-5,785
| -18% | -$1.95M | 0.57% | 51 |
|
|
2019
Q3 | $8.76M | Sell |
31,338
-54,958
| -64% | -$15.4M | 0.72% | 47 |
|
|
2019
Q2 | $25.8M | Sell |
86,296
-4,804
| -5% | -$1.44M | 1.96% | 18 |
|
|
2019
Q1 | $25.2M | Sell |
91,100
-11,718
| -11% | -$3.24M | 1.89% | 19 |
|
|
2018
Q4 | $23M | Sell |
102,818
-3,815
| -4% | -$854K | 2.16% | 14 |
|
|
2018
Q3 | $26M | Sell |
106,633
-9,420
| -8% | -$2.3M | 1.79% | 21 |
|
|
2018
Q2 | $24M | Sell |
116,053
-100
| -0.1% | -$20.6K | 2.02% | 17 |
|
|
2018
Q1 | $24M | Buy |
116,153
+3,544
| +3% | +$732K | 1.96% | 17 |
|
|
2017
Q4 | $21.4M | Buy |
112,609
+2,932
| +3% | +$557K | 1.76% | 22 |
|
|
2017
Q3 | $20.8M | Sell |
109,677
-4,567
| -4% | -$864K | 1.83% | 19 |
|
|
2017
Q2 | $19.9M | Buy |
114,244
+1,432
| +1% | +$250K | 2.27% | 15 |
|
|
2017
Q1 | $17.3M | Buy |
112,812
+3,184
| +3% | +$489K | 1.89% | 23 |
|
|
2016
Q4 | $15.5M | Buy |
109,628
+688
| +0.6% | +$97.1K | 1.79% | 26 |
|
|
2016
Q3 | $17.3M | Buy |
108,940
+6,669
| +7% | +$1.06M | 2.07% | 17 |
|
|
2016
Q2 | $15.1M | Buy |
+102,271
| New | +$15.1M | 2.35% | 18 |
|
|
2014
Q2 | – | Sell |
-23,145
| Closed | -$2.78M | – | 137 |
|
|
2014
Q1 | $2.78M | Buy |
23,145
+3,037
| +15% | +$365K | 0.65% | 21 |
|
|
2013
Q4 | $2.24M | Buy |
20,108
+3,956
| +24% | +$440K | 0.55% | 22 |
|
|
2013
Q3 | $1.49M | Buy |
16,152
+5,960
| +58% | +$549K | 0.46% | 21 |
|
|
2013
Q2 | $863K | Buy |
+10,192
| New | +$863K | 0.35% | 21 |
|