Summit Trail Advisors’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
$3.55M Buy
+8,750
New +$3.55M 0.06% 161
2024
Q4
Sell
-5,378
Closed -$3.33M 727
2024
Q3
$3.33M Buy
5,378
+1,214
+29% +$751K 0.08% 111
2024
Q2
$2.3M Buy
4,164
+157
+4% +$86.9K 0.06% 129
2024
Q1
$2.33M Buy
4,007
+488
+14% +$284K 0.06% 117
2023
Q4
$1.87M Sell
3,519
-161
-4% -$85.5K 0.06% 108
2023
Q3
$1.86M Sell
3,680
-14
-0.4% -$7.09K 0.07% 98
2023
Q2
$1.93M Buy
3,694
+1,743
+89% +$910K 0.07% 101
2023
Q1
$1.13M Sell
1,951
-34
-2% -$19.6K 0.05% 117
2022
Q4
$1.09M Buy
1,985
+74
+4% +$40.8K 0.05% 112
2022
Q3
$970K Buy
1,911
+230
+14% +$117K 0.05% 112
2022
Q2
$914K Buy
1,681
+110
+7% +$59.8K 0.06% 125
2022
Q1
$928K Buy
1,571
+430
+38% +$254K 0.08% 110
2021
Q4
$762K Sell
1,141
-91
-7% -$60.8K 0.05% 146
2021
Q3
$704K Buy
1,232
+73
+6% +$41.7K 0.05% 140
2021
Q2
$585K Buy
1,159
+172
+17% +$86.8K 0.05% 128
2021
Q1
$451K Sell
987
-75
-7% -$34.3K 0.05% 128
2020
Q4
$495K Sell
1,062
-429
-29% -$200K 0.06% 115
2020
Q3
$725K Buy
1,491
+417
+39% +$203K 0.14% 79
2020
Q2
$389K Sell
1,074
-69
-6% -$25K 0.07% 110
2020
Q1
$324K Buy
+1,143
New +$324K 0.09% 88
2018
Q2
Sell
-4,120
Closed -$545K 667
2018
Q1
$545K Buy
4,120
+1,041
+34% +$138K 0.09% 196
2017
Q4
$648K Buy
+3,079
New +$648K 0.08% 193