Smith Salley 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 | $23.1M | Buy |
57,075
+1,415
| +3% | +$574K | 1.34% | 23 |
|
2025
Q1 | $27.7M | Buy |
55,660
+6,989
| +14% | +$3.48M | 1.82% | 14 |
|
2024
Q4 | $25.3M | Buy |
48,671
+5,954
| +14% | +$3.1M | 1.63% | 15 |
|
2024
Q3 | $26.4M | Buy |
42,717
+1,134
| +3% | +$701K | 1.73% | 13 |
|
2024
Q2 | $23M | Buy |
41,583
+2,240
| +6% | +$1.24M | 1.65% | 15 |
|
2024
Q1 | $22.9M | Sell |
39,343
-11,494
| -23% | -$6.68M | 1.77% | 14 |
|
2023
Q4 | $27M | Buy |
50,837
+1,774
| +4% | +$942K | 1.74% | 13 |
|
2023
Q3 | $24.8M | Buy |
49,063
+1,285
| +3% | +$650K | 1.84% | 15 |
|
2023
Q2 | $24.9M | Buy |
47,778
+658
| +1% | +$343K | 1.84% | 14 |
|
2023
Q1 | $27.2M | Buy |
47,120
+1,186
| +3% | +$684K | 2.16% | 7 |
|
2022
Q4 | $25.3M | Buy |
45,934
+216
| +0.5% | +$119K | 2.16% | 7 |
|
2022
Q3 | $23.2M | Buy |
45,718
+366
| +0.8% | +$186K | 2.16% | 7 |
|
2022
Q2 | $24.6M | Buy |
45,352
+1,724
| +4% | +$937K | 2.13% | 7 |
|
2022
Q1 | $25.8M | Buy |
43,628
+556
| +1% | +$328K | 1.95% | 8 |
|
2021
Q4 | $28.7M | Buy |
43,072
+356
| +0.8% | +$238K | 2.04% | 11 |
|
2021
Q3 | $24.4M | Buy |
42,716
+581
| +1% | +$332K | 1.92% | 13 |
|
2021
Q2 | $21.3M | Buy |
42,135
+1,158
| +3% | +$584K | 1.72% | 15 |
|
2021
Q1 | $18.7M | Buy |
40,977
+918
| +2% | +$419K | 1.68% | 18 |
|
2020
Q4 | $18.7M | Buy |
40,059
+1,514
| +4% | +$705K | 1.89% | 13 |
|
2020
Q3 | $17M | Buy |
38,545
+252
| +0.7% | +$111K | 2.06% | 11 |
|
2020
Q2 | $13.9M | Buy |
38,293
+1,636
| +4% | +$593K | 1.85% | 14 |
|
2020
Q1 | $10.4M | Buy |
36,657
+1,021
| +3% | +$290K | 1.73% | 16 |
|
2019
Q4 | $11.6M | Sell |
35,636
-559
| -2% | -$182K | 1.53% | 19 |
|
2019
Q3 | $10.5M | Buy |
36,195
+1,094
| +3% | +$319K | 1.5% | 20 |
|
2019
Q2 | $10.3M | Buy |
35,101
+1,385
| +4% | +$407K | 1.55% | 21 |
|
2019
Q1 | $9.23M | Buy |
33,716
+1,309
| +4% | +$358K | 1.49% | 22 |
|
2018
Q4 | $7.25M | Buy |
32,407
+963
| +3% | +$215K | 1.33% | 24 |
|
2018
Q3 | $7.67M | Buy |
31,444
+1,016
| +3% | +$248K | 1.21% | 29 |
|
2018
Q2 | $6.3M | Buy |
30,428
+856
| +3% | +$177K | 1.08% | 35 |
|
2018
Q1 | $6.11M | Buy |
29,572
+345
| +1% | +$71.2K | 1.09% | 35 |
|
2017
Q4 | $5.55M | Buy |
29,227
+737
| +3% | +$140K | 0.99% | 35 |
|
2017
Q3 | $5.39M | Buy |
28,490
+1,041
| +4% | +$197K | 1.03% | 38 |
|
2017
Q2 | $4.79M | Buy |
27,449
+25,270
| +1,160% | +$4.41M | 0.96% | 38 |
|
2017
Q1 | $335K | Buy |
2,179
+305
| +16% | +$46.9K | 0.07% | 129 |
|
2016
Q4 | $264K | Hold |
1,874
| – | – | 0.06% | 132 |
|
2016
Q3 | $298K | Sell |
1,874
-168
| -8% | -$26.7K | 0.07% | 125 |
|
2016
Q2 | $302K | Buy |
2,042
+63
| +3% | +$9.32K | 0.07% | 126 |
|
2016
Q1 | $280K | Hold |
1,979
| – | – | 0.07% | 127 |
|
2015
Q4 | $281K | Buy |
1,979
+73
| +4% | +$10.4K | 0.07% | 129 |
|
2015
Q3 | $233K | Buy |
1,906
+87
| +5% | +$10.6K | 0.06% | 136 |
|
2015
Q2 | $236K | Hold |
1,819
| – | – | 0.06% | 143 |
|
2015
Q1 | $244K | Buy |
1,819
+19
| +1% | +$2.55K | 0.06% | 147 |
|
2014
Q4 | $226K | Sell |
1,800
-14
| -0.8% | -$1.76K | 0.06% | 156 |
|
2014
Q3 | $221K | Buy |
1,814
+40
| +2% | +$4.87K | 0.06% | 163 |
|
2014
Q2 | $209K | Sell |
1,774
-26
| -1% | -$3.06K | 0.06% | 177 |
|
2014
Q1 | $216K | Buy |
+1,800
| New | +$216K | 0.14% | 104 |
|