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 |
|