SWA
Sutton Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $223K | Buy |
441
+2
| +0.5% | +$1.01K | 0.11% | 99 |
|
2023
Q2 | $229K | Sell |
439
-41
| -9% | -$21.4K | 0.11% | 95 |
|
2023
Q1 | $277K | Sell |
480
-233
| -33% | -$134K | 0.15% | 86 |
|
2022
Q4 | $393K | Sell |
713
-239
| -25% | -$132K | 0.15% | 109 |
|
2022
Q3 | $483K | Buy |
952
+228
| +31% | +$116K | 0.2% | 81 |
|
2022
Q2 | $393K | Buy |
724
+32
| +5% | +$17.4K | 0.16% | 99 |
|
2022
Q1 | $409K | Sell |
692
-2
| -0.3% | -$1.18K | 0.14% | 102 |
|
2021
Q4 | $463K | Buy |
694
+5
| +0.7% | +$3.34K | 0.15% | 95 |
|
2021
Q3 | $394K | Buy |
689
+2
| +0.3% | +$1.14K | 0.15% | 108 |
|
2021
Q2 | $347K | Hold |
687
| – | – | 0.13% | 120 |
|
2021
Q1 | $314K | Hold |
687
| – | – | 0.12% | 122 |
|
2020
Q4 | $320K | Buy |
687
+10
| +1% | +$4.66K | 0.14% | 115 |
|
2020
Q3 | $299K | Hold |
677
| – | – | 0.14% | 110 |
|
2020
Q2 | $245K | Buy |
677
+7
| +1% | +$2.54K | 0.13% | 121 |
|
2020
Q1 | $190K | Buy |
670
+5
| +0.8% | +$1.42K | 0.12% | 134 |
|
2019
Q4 | $216K | Hold |
665
| – | – | 0.11% | 142 |
|
2019
Q3 | $194K | Hold |
665
| – | – | 0.11% | 151 |
|
2019
Q2 | $195K | Buy |
665
+8
| +1% | +$2.35K | 0.11% | 145 |
|
2019
Q1 | $180K | Buy |
657
+9
| +1% | +$2.46K | 0.11% | 150 |
|
2018
Q4 | $145K | Buy |
648
+300
| +86% | +$67.1K | 0.09% | 159 |
|
2018
Q3 | $84.9K | Hold |
348
| – | – | 0.06% | 214 |
|
2018
Q2 | $72.1K | Hold |
348
| – | – | 0.05% | 230 |
|
2018
Q1 | $71.8K | Hold |
348
| – | – | 0.05% | 226 |
|
2017
Q4 | $66.1K | Hold |
348
| – | – | 0.05% | 228 |
|
2017
Q3 | $65.8K | Hold |
348
| – | – | 0.05% | 228 |
|
2017
Q2 | $60.7K | Buy |
348
+26
| +8% | +$4.54K | 0.05% | 238 |
|
2017
Q1 | $49.5K | Hold |
322
| – | – | 0.04% | 266 |
|
2016
Q4 | $45.4K | Hold |
322
| – | – | 0.04% | 282 |
|
2016
Q3 | $51.2K | Buy |
322
+40
| +14% | +$6.36K | 0.05% | 254 |
|
2016
Q2 | $41.7K | Hold |
282
| – | – | 0.04% | 268 |
|
2016
Q1 | $39.9K | Buy |
+282
| New | +$39.9K | 0.04% | 280 |
|