Smith & Howard Wealth Management’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
Q2 | – | Sell |
-419
| Closed | -$209K | – | 83 |
|
|
2025
Q1 | $209K | Hold |
419
| – | – | 0.06% | 79 |
|
|
2024
Q4 | $218K | Hold |
419
| – | – | 0.06% | 76 |
|
|
2024
Q3 | $259K | Sell |
419
-89
| -18% | -$55.1K | 0.07% | 69 |
|
|
2024
Q2 | $281K | Buy |
508
+84
| +20% | +$46.5K | 0.08% | 66 |
|
|
2024
Q1 | $247K | Hold |
424
| – | – | 0.08% | 67 |
|
|
2023
Q4 | $225K | Hold |
424
| – | – | 0.08% | 66 |
|
|
2023
Q3 | $215K | Buy |
424
+6
| +1% | +$3.04K | 0.08% | 67 |
|
|
2023
Q2 | $218K | Sell |
418
-5
| -1% | -$2.61K | 0.08% | 67 |
|
|
2023
Q1 | $244K | Hold |
423
| – | – | 0.08% | 62 |
|
|
2022
Q4 | $233K | Sell |
423
-142
| -25% | -$78.2K | 0.09% | 63 |
|
|
2022
Q3 | $287K | Hold |
565
| – | – | 0.12% | 55 |
|
|
2022
Q2 | $307K | Sell |
565
-8
| -1% | -$4.35K | 0.13% | 55 |
|
|
2022
Q1 | $339K | Sell |
573
-3
| -0.5% | -$1.78K | 0.14% | 51 |
|
|
2021
Q4 | $384K | Buy |
576
+8
| +1% | +$5.33K | 0.17% | 48 |
|
|
2021
Q3 | $325K | Buy |
+568
| New | +$325K | 0.15% | 53 |
|
|
2021
Q2 | – | Sell |
-465
| Closed | -$212K | – | 64 |
|
|
2021
Q1 | $212K | Hold |
465
| – | – | 0.11% | 58 |
|
|
2020
Q4 | $217K | Hold |
465
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $205K | Buy |
+465
| New | +$205K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-668
| Closed | -$217K | – | 87 |
|
|
2019
Q4 | $217K | Buy |
+668
| New | +$217K | 0.07% | 83 |
|