SFA
Sequoia Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.93M | Sell |
14,631
-85,560
| -85% | -$34.7M | 0.04% | 255 |
|
2025
Q1 | $49.9M | Buy |
100,191
+5,620
| +6% | +$2.8M | 0.38% | 58 |
|
2024
Q4 | $49.2M | Buy |
94,571
+5,303
| +6% | +$2.76M | 0.47% | 43 |
|
2024
Q3 | $55.2M | Buy |
89,268
+4,879
| +6% | +$3.02M | 0.59% | 35 |
|
2024
Q2 | $46.7M | Buy |
84,389
+4,758
| +6% | +$2.63M | 0.56% | 37 |
|
2024
Q1 | $46.3M | Buy |
79,631
+34,843
| +78% | +$20.3M | 0.58% | 35 |
|
2023
Q4 | $23.8M | Buy |
44,788
+38,503
| +613% | +$20.4M | 0.29% | 71 |
|
2023
Q3 | $3.18M | Buy |
6,285
+453
| +8% | +$229K | 0.06% | 187 |
|
2023
Q2 | $3.04M | Sell |
5,832
-520
| -8% | -$271K | 0.05% | 195 |
|
2023
Q1 | $3.66M | Sell |
6,352
-16,120
| -72% | -$9.29M | 0.08% | 160 |
|
2022
Q4 | $12.4M | Buy |
22,472
+4,399
| +24% | +$2.42M | 0.3% | 63 |
|
2022
Q3 | $9.17M | Buy |
18,073
+300
| +2% | +$152K | 0.29% | 71 |
|
2022
Q2 | $9.66M | Buy |
17,773
+14,519
| +446% | +$7.89M | 0.27% | 72 |
|
2022
Q1 | $1.92M | Buy |
3,254
+867
| +36% | +$512K | 0.05% | 196 |
|
2021
Q4 | $1.59M | Buy |
2,387
+1,703
| +249% | +$1.14M | 0.04% | 201 |
|
2021
Q3 | $391K | Sell |
684
-2,809
| -80% | -$1.61M | 0.04% | 175 |
|
2021
Q2 | $1.76M | Buy |
3,493
+1,161
| +50% | +$586K | 0.06% | 163 |
|
2021
Q1 | $1.06M | Sell |
2,332
-534
| -19% | -$244K | 0.04% | 183 |
|
2020
Q4 | $1.34M | Buy |
2,866
+51
| +2% | +$23.8K | 0.06% | 157 |
|
2020
Q3 | $1.24M | Buy |
2,815
+67
| +2% | +$29.6K | 0.07% | 148 |
|
2020
Q2 | $996K | Buy |
2,748
+135
| +5% | +$48.9K | 0.06% | 146 |
|
2020
Q1 | $741K | Buy |
2,613
+41
| +2% | +$11.6K | 0.05% | 146 |
|
2019
Q4 | $836K | Buy |
2,572
+481
| +23% | +$156K | 0.05% | 156 |
|
2019
Q3 | $609K | Sell |
2,091
-329
| -14% | -$95.8K | 0.04% | 175 |
|
2019
Q2 | $711K | Buy |
2,420
+650
| +37% | +$191K | 0.05% | 154 |
|
2019
Q1 | $484K | Sell |
1,770
-405
| -19% | -$111K | 0.04% | 190 |
|
2018
Q4 | $487K | Hold |
2,175
| – | – | 0.06% | 147 |
|
2018
Q3 | $531K | Hold |
2,175
| – | – | 0.05% | 155 |
|
2018
Q2 | $451K | Hold |
2,175
| – | – | 0.05% | 170 |
|
2018
Q1 | $449K | Buy |
2,175
+885
| +69% | +$183K | 0.05% | 168 |
|
2017
Q4 | $245K | Buy |
1,290
+96
| +8% | +$18.2K | 0.03% | 253 |
|
2017
Q3 | $226K | Buy |
1,194
+19
| +2% | +$3.6K | 0.03% | 251 |
|
2017
Q2 | $205K | Buy |
+1,175
| New | +$205K | 0.03% | 266 |
|