SWA
Strata Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-422
| Closed | -$220K | – | 78 |
|
2024
Q4 | $220K | Buy |
422
+26
| +7% | +$13.5K | 0.07% | 76 |
|
2024
Q3 | $245K | Buy |
396
+32
| +9% | +$19.8K | 0.08% | 68 |
|
2024
Q2 | $201K | Sell |
364
-38
| -9% | -$21K | 0.07% | 75 |
|
2024
Q1 | $234K | Buy |
+402
| New | +$234K | 0.08% | 68 |
|