Regent Peak Wealth Advisors’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
Q1
$665K Sell
1,337
-35
-3% -$17.4K 0.16% 66
2024
Q4
$714K Sell
1,372
-11
-0.8% -$5.72K 0.16% 66
2024
Q3
$855K Sell
1,383
-43
-3% -$26.6K 0.2% 67
2024
Q2
$788K Buy
1,426
+23
+2% +$12.7K 0.18% 71
2024
Q1
$815K Buy
1,403
+49
+4% +$28.5K 0.21% 67
2023
Q4
$719K Sell
1,354
-99
-7% -$52.5K 0.2% 67
2023
Q3
$735K Buy
1,453
+15
+1% +$7.59K 0.22% 66
2023
Q2
$750K Sell
1,438
-1
-0.1% -$522 0.22% 66
2023
Q1
$829K Sell
1,439
-72
-5% -$41.5K 0.26% 57
2022
Q4
$833K Sell
1,511
-7
-0.5% -$3.86K 0.27% 62
2022
Q3
$770K Buy
1,518
+24
+2% +$12.2K 0.27% 66
2022
Q2
$811K Buy
1,494
+26
+2% +$14.1K 0.27% 61
2022
Q1
$867K Sell
1,468
-45
-3% -$26.6K 0.25% 58
2021
Q4
$1.01M Buy
1,513
+61
+4% +$40.7K 0.27% 56
2021
Q3
$830K Buy
1,452
+14
+1% +$8K 0.24% 65
2021
Q2
$777K Sell
1,438
-9
-0.6% -$4.86K 0.22% 69
2021
Q1
$660K Sell
1,447
-17
-1% -$7.75K 0.22% 73
2020
Q4
$682K Buy
1,464
+275
+23% +$128K 0.23% 70
2020
Q3
$525K Buy
1,189
+136
+13% +$60.1K 0.22% 68
2020
Q2
$382K Buy
1,053
+181
+21% +$65.7K 0.17% 78
2020
Q1
$247K Buy
872
+52
+6% +$14.7K 0.14% 94
2019
Q4
$266K Buy
+820
New +$266K 0.12% 104