Polen Capital Management’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888M | Sell |
2,190,348
-132,134
| -6% | -$53.6M | 2.73% | 17 |
|
|
2025
Q1 | $1.16B | Sell |
2,322,482
-138,713
| -6% | -$69M | 3.63% | 12 |
|
|
2024
Q4 | $1.28B | Sell |
2,461,195
-345,591
| -12% | -$180M | 3.46% | 13 |
|
|
2024
Q3 | $1.74B | Sell |
2,806,786
-295,224
| -10% | -$183M | 4.48% | 7 |
|
|
2024
Q2 | $1.72B | Sell |
3,102,010
-156,917
| -5% | -$86.8M | 4.3% | 8 |
|
|
2024
Q1 | $1.89B | Buy |
3,258,927
+1,225,807
| +60% | +$712M | 4.37% | 9 |
|
|
2023
Q4 | $1.08B | Sell |
2,033,120
-117,908
| -5% | -$62.6M | 2.6% | 16 |
|
|
2023
Q3 | $1.09B | Sell |
2,151,028
-87,621
| -4% | -$44.4M | 2.86% | 16 |
|
|
2023
Q2 | $1.17B | Sell |
2,238,649
-32,287
| -1% | -$16.8M | 2.9% | 15 |
|
|
2023
Q1 | $1.31B | Buy |
2,270,936
+77,225
| +4% | +$44.5M | 3.45% | 14 |
|
|
2022
Q4 | $1.21B | Buy |
+2,193,711
| New | +$1.21B | 3.52% | 14 |
|