SWS
SYSTM Wealth Solutions’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-232
| Closed | -$128K | – | 584 |
|
2024
Q2 | $128K | Sell |
232
-500
| -68% | -$276K | 0.03% | 227 |
|
2024
Q1 | $426K | Buy |
732
+3
| +0.4% | +$1.74K | 0.05% | 300 |
|
2023
Q4 | $387K | Sell |
729
-507
| -41% | -$269K | 0.05% | 298 |
|
2023
Q3 | $626K | Sell |
1,236
-2,227
| -64% | -$1.13M | 0.1% | 253 |
|
2023
Q2 | $1.81M | Buy |
3,463
+339
| +11% | +$177K | 0.24% | 115 |
|
2023
Q1 | $1.8M | Sell |
3,124
-1,560
| -33% | -$899K | 0.28% | 91 |
|
2022
Q4 | $2.58M | Buy |
+4,684
| New | +$2.58M | 0.32% | 83 |
|