Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-846
| Closed | -$429K | – | 150 |
|
|
2022
Q3 | $429K | Sell |
846
-141
| -14% | -$71.5K | 0.13% | 69 |
|
|
2022
Q2 | $536K | Hold |
987
| – | – | 0.15% | 70 |
|
|
2022
Q1 | $583K | Hold |
987
| – | – | 0.15% | 69 |
|
|
2021
Q4 | $659K | Sell |
987
-25
| -2% | -$16.7K | 0.16% | 72 |
|
|
2021
Q3 | $578K | Sell |
1,012
-61
| -6% | -$34.8K | 0.15% | 71 |
|
|
2021
Q2 | $541K | Buy |
1,073
+61
| +6% | +$30.8K | 0.14% | 71 |
|
|
2021
Q1 | $462K | Buy |
1,012
+548
| +118% | +$250K | 0.11% | 72 |
|
|
2020
Q4 | $216K | Sell |
464
-81
| -15% | -$37.7K | 0.06% | 86 |
|
|
2020
Q3 | $241K | Buy |
+545
| New | +$241K | 0.08% | 92 |
|