PRW Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-457
| Closed | -$240K | – | 116 |
|
|
2023
Q2 | $240K | Buy |
457
+5
| +1% | +$2.63K | 0.08% | 62 |
|
|
2023
Q1 | $251K | Sell |
452
-4
| -0.9% | -$2.22K | 0.1% | 93 |
|
|
2022
Q4 | $251K | Hold |
456
| – | – | 0.11% | 54 |
|
|
2022
Q3 | $231K | Hold |
456
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $248K | Hold |
456
| – | – | 0.15% | 78 |
|
|
2022
Q1 | $268K | Sell |
456
-24
| -5% | -$14.1K | 0.12% | 87 |
|
|
2021
Q4 | $321K | Buy |
480
+60
| +14% | +$40.1K | 0.15% | 74 |
|
|
2021
Q3 | $240K | Buy |
+420
| New | +$240K | 0.12% | 82 |
|
|
2021
Q2 | – | Sell |
-476
| Closed | -$217K | – | 295 |
|
|
2021
Q1 | $217K | Sell |
476
-122
| -20% | -$55.6K | 0.11% | 86 |
|
|
2020
Q4 | $279K | Buy |
598
+3
| +0.5% | +$1.4K | 0.16% | 72 |
|
|
2020
Q3 | $263K | Sell |
595
-44
| -7% | -$19.4K | 0.19% | 63 |
|
|
2020
Q2 | $232K | Buy |
+639
| New | +$232K | 0.18% | 67 |
|
|
2019
Q2 | – | Sell |
-367
| Closed | -$100K | – | 610 |
|
|
2019
Q1 | $100K | Sell |
367
-78
| -18% | -$21.3K | 0.09% | 83 |
|
|
2018
Q4 | $99K | Buy |
+445
| New | +$99K | 0.12% | 88 |
|