PIWA
Prevail Innovative 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 |
-7,340
| Closed | -$3.65M | – | 224 |
|
2025
Q1 | $3.65M | Buy |
7,340
+6,937
| +1,721% | +$3.45M | 0.97% | 31 |
|
2024
Q4 | $210K | Buy |
403
+5
| +1% | +$2.6K | 0.06% | 153 |
|
2024
Q3 | $246K | Sell |
398
-14
| -3% | -$8.66K | 0.08% | 146 |
|
2024
Q2 | $228K | Buy |
412
+7
| +2% | +$3.87K | 0.08% | 137 |
|
2024
Q1 | $235K | Buy |
405
+16
| +4% | +$9.3K | 0.09% | 150 |
|
2023
Q4 | $206K | Buy |
+389
| New | +$206K | 0.1% | 130 |
|
2023
Q3 | – | Sell |
-389
| Closed | -$203K | – | 157 |
|
2023
Q2 | $203K | Buy |
+389
| New | +$203K | 0.11% | 98 |
|