RWA
Roberts 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 | $3.5M | Buy |
8,625
+321
| +4% | +$130K | 1.01% | 33 |
|
|
2025
Q1 | $4.13M | Buy |
8,304
+100
| +1% | +$49.8K | 1.27% | 28 |
|
|
2024
Q4 | $4.52M | Buy |
8,204
+47
| +0.6% | +$25.9K | 1.37% | 25 |
|
|
2024
Q3 | $4.86M | Buy |
8,157
+140
| +2% | +$83.4K | 1.57% | 20 |
|
|
2024
Q2 | $4.26M | Buy |
8,017
+91
| +1% | +$48.4K | 1.46% | 22 |
|
|
2024
Q1 | $4.42M | Buy |
+7,926
| New | +$4.42M | 1.65% | 17 |
|
|
2023
Q4 | – | Sell |
-7,546
| Closed | -$3.69M | – | 80 |
|
|
2023
Q3 | $3.69M | Buy |
7,546
+121
| +2% | +$59.1K | 1.62% | 20 |
|
|
2023
Q2 | $3.87M | Sell |
7,425
-37
| -0.5% | -$19.3K | 1.7% | 19 |
|
|
2023
Q1 | $4.3M | Buy |
7,462
+121
| +2% | +$69.7K | 1.97% | 11 |
|
|
2022
Q4 | $4.06M | Buy |
7,341
+127
| +2% | +$70.3K | 1.96% | 11 |
|
|
2022
Q3 | $3.9M | Buy |
7,214
+111
| +2% | +$60K | 1.92% | 14 |
|
|
2022
Q2 | $3.93M | Buy |
7,103
+251
| +4% | +$139K | 1.71% | 14 |
|
|
2022
Q1 | $4.06M | Buy |
6,852
+118
| +2% | +$69.9K | 1.59% | 19 |
|
|
2021
Q4 | $4.34M | Buy |
6,734
+142
| +2% | +$91.6K | 1.56% | 19 |
|
|
2021
Q3 | $3.77M | Buy |
+6,592
| New | +$3.77M | 1.49% | 22 |
|