TWA
TCI Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-603
| Closed | -$300K | – | 259 |
|
|
2025
Q1 | $300K | Sell |
603
-304
| -34% | -$151K | 0.02% | 170 |
|
|
2024
Q4 | $472K | Sell |
907
-70
| -7% | -$36.4K | 0.04% | 129 |
|
|
2024
Q3 | $604K | Sell |
977
-21
| -2% | -$13K | 0.05% | 113 |
|
|
2024
Q2 | $552K | Buy |
998
+10
| +1% | +$5.53K | 0.05% | 115 |
|
|
2024
Q1 | $574K | Hold |
988
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $524K | Sell |
988
-107
| -10% | -$56.8K | 0.06% | 113 |
|
|
2023
Q3 | $554K | Sell |
1,095
-36
| -3% | -$18.2K | 0.07% | 100 |
|
|
2023
Q2 | $590K | Hold |
1,131
| – | – | 0.08% | 100 |
|
|
2023
Q1 | $652K | Buy |
1,131
+37
| +3% | +$21.3K | 0.08% | 90 |
|
|
2022
Q4 | $602K | Sell |
1,094
-170
| -13% | -$93.6K | 0.08% | 88 |
|
|
2022
Q3 | $641K | Buy |
1,264
+27
| +2% | +$13.7K | 0.1% | 81 |
|
|
2022
Q2 | $672K | Buy |
1,237
+419
| +51% | +$228K | 0.1% | 81 |
|
|
2022
Q1 | $483K | Sell |
818
-34
| -4% | -$20.1K | 0.07% | 103 |
|
|
2021
Q4 | $568K | Sell |
852
-15
| -2% | -$10K | 0.08% | 96 |
|
|
2021
Q3 | $495K | Buy |
867
+65
| +8% | +$37.1K | 0.08% | 103 |
|
|
2021
Q2 | $405K | Buy |
802
+120
| +18% | +$60.6K | 0.07% | 117 |
|
|
2021
Q1 | $311K | Buy |
682
+23
| +3% | +$10.5K | 0.13% | 118 |
|
|
2020
Q4 | $307K | Hold |
659
| – | – | 0.14% | 110 |
|
|
2020
Q3 | $291K | Sell |
659
-20
| -3% | -$8.83K | 0.12% | 116 |
|
|
2020
Q2 | $246K | Sell |
679
-57
| -8% | -$20.7K | 0.11% | 121 |
|
|
2020
Q1 | $209K | Sell |
736
-27
| -4% | -$7.67K | 0.1% | 133 |
|
|
2019
Q4 | $248K | Buy |
763
+123
| +19% | +$40K | 0.1% | 147 |
|
|
2019
Q3 | $186K | Buy |
640
+105
| +20% | +$30.5K | 0.08% | 152 |
|
|
2019
Q2 | $157K | Sell |
535
-25
| -4% | -$7.34K | 0.07% | 164 |
|
|
2019
Q1 | $153K | Sell |
560
-10
| -2% | -$2.73K | 0.07% | 177 |
|
|
2018
Q4 | $128K | Buy |
570
+4
| +0.7% | +$898 | 0.06% | 176 |
|
|
2018
Q3 | $138K | Hold |
566
| – | – | 0.06% | 185 |
|
|
2018
Q2 | $117K | Buy |
566
+31
| +6% | +$6.41K | 0.05% | 201 |
|
|
2018
Q1 | $110K | Sell |
535
-70
| -12% | -$14.4K | 0.05% | 204 |
|
|
2017
Q4 | $115K | Buy |
605
+100
| +20% | +$19K | 0.05% | 212 |
|
|
2017
Q3 | $96K | Sell |
505
-4
| -0.8% | -$760 | 0.05% | 216 |
|
|
2017
Q2 | $89K | Buy |
509
+14
| +3% | +$2.45K | 0.05% | 215 |
|
|
2017
Q1 | $76K | Sell |
495
-3
| -0.6% | -$461 | 0.04% | 247 |
|
|
2016
Q4 | $70K | Hold |
498
| – | – | 0.04% | 277 |
|
|
2016
Q3 | $79K | Sell |
498
-4
| -0.8% | -$635 | 0.04% | 242 |
|
|
2016
Q2 | $74K | Hold |
502
| – | – | 0.04% | 249 |
|
|
2016
Q1 | $71K | Sell |
502
-8
| -2% | -$1.13K | 0.04% | 248 |
|
|
2015
Q4 | $72K | Buy |
510
+365
| +252% | +$51.5K | 0.04% | 248 |
|
|
2015
Q3 | $18K | Hold |
145
| – | – | 0.01% | 417 |
|
|
2015
Q2 | $19K | Sell |
145
-20
| -12% | -$2.62K | 0.01% | 418 |
|
|
2015
Q1 | $22K | Buy |
165
+20
| +14% | +$2.67K | 0.01% | 344 |
|
|
2014
Q4 | $18K | Hold |
145
| – | – | 0.01% | 367 |
|
|
2014
Q3 | $18K | Hold |
145
| – | – | 0.01% | 350 |
|
|
2014
Q2 | $17K | Hold |
145
| – | – | 0.01% | 372 |
|
|
2014
Q1 | $17K | Hold |
145
| – | – | 0.01% | 343 |
|
|
2013
Q4 | $16K | Hold |
145
| – | – | 0.01% | 360 |
|
|
2013
Q3 | $13K | Sell |
145
-1,135
| -89% | -$102K | 0.01% | 340 |
|
|
2013
Q2 | $108K | Buy |
+1,280
| New | +$108K | 0.08% | 149 |
|