SHJ

Sharkey, Howes & Javer’s Thermo Fisher Scientific TMO Stock Holding History

Sharkey, Howes & Javer’s Portfolio TMO Stock Details TMO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	563 -10	-2%	-$4.06K	0.03%	145
2025 Q1	$285K	Hold	573	–	–	0.04%	129
2024 Q4	$298K	Hold	573	–	–	0.04%	129
2024 Q3	$354K	Hold	573	–	–	0.05%	113
2024 Q2	$317K	Hold	573	–	–	0.05%	95
2024 Q1	$333K	Buy	573 +10	+2%	+$5.81K	0.05%	96
2023 Q4	$299K	Hold	563	–	–	0.05%	92
2023 Q3	$285K	Hold	563	–	–	0.05%	89
2023 Q2	$294K	Sell	563 -24	-4%	-$12.5K	0.06%	81
2023 Q1	$338K	Hold	587	–	–	0.07%	77
2022 Q4	$323K	Hold	587	–	–	0.07%	80
2022 Q3	$298K	Sell	587 -21	-3%	-$10.7K	0.07%	92
2022 Q2	$330K	Sell	608 -315	-34%	-$171K	0.08%	71
2022 Q1	$545K	Hold	923	–	–	0.12%	54
2021 Q4	$616K	Hold	923	–	–	0.14%	55
2021 Q3	$527K	Buy	923 +21	+2%	+$12K	0.14%	57
2021 Q2	$455K	Sell	902 -85	-9%	-$42.9K	0.12%	59
2021 Q1	$450K	Hold	987	–	–	0.14%	57
2020 Q4	$460K	Sell	987 -300	-23%	-$140K	0.15%	52
2020 Q3	$568K	Buy	1,287 +664	+107%	+$293K	0.22%	48
2020 Q2	$226K	Buy	+623	New	+$226K	0.1%	61
2020 Q1	–	Sell	-623	Closed	-$202K	–	69
2019 Q4	$202K	Buy	+623	New	+$202K	0.09%	63
2019 Q3	–	Sell	-623	Closed	-$183K	–	160
2019 Q2	$183K	Hold	623	–	–	0.08%	57
2019 Q1	$171K	Buy	623 +135	+28%	+$37.1K	0.08%	60
2018 Q4	$109K	Sell	488 -238	-33%	-$53.2K	0.07%	73
2018 Q3	$177K	Hold	726	–	–	0.09%	57
2018 Q2	$150K	Hold	726	–	–	0.08%	54
2018 Q1	$149K	Hold	726	–	–	0.08%	44
2017 Q4	$138K	Hold	726	–	–	0.08%	50
2017 Q3	$140K	Hold	726	–	–	0.07%	49
2017 Q2	$127K	Sell	726 -7	-1%	-$1.23K	0.07%	49
2017 Q1	$113K	Buy	733 +7	+1%	+$1.08K	0.06%	51
2016 Q4	$102K	Hold	726	–	–	0.06%	57
2016 Q3	$115K	Hold	726	–	–	0.07%	53
2016 Q2	$107K	Hold	726	–	–	0.07%	59
2016 Q1	$103K	Hold	726	–	–	0.08%	57
2015 Q4	$103K	Hold	726	–	–	0.07%	59
2015 Q3	$89K	Hold	726	–	–	0.07%	63
2015 Q2	$94K	Hold	726	–	–	0.07%	43
2015 Q1	$98K	Buy	+726	New	+$98K	0.06%	66