Transform Wealth’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.71M | Buy |
11,458
+183
| +2% | +$99.1K | 0.35% | 70 |
|
|
2024
Q4 | $5.87M | Buy |
11,275
+358
| +3% | +$197K | 0.33% | 70 |
|
|
2024
Q3 | $6.76M | Buy |
10,917
+153
| +1% | +$90.6K | 0.45% | 61 |
|
|
2024
Q2 | $5.96M | Buy |
10,764
+370
| +4% | +$212K | 0.45% | 60 |
|
|
2024
Q1 | $6.05M | Sell |
10,394
-681
| -6% | -$382K | 0.57% | 62 |
|
|
2023
Q4 | $5.88M | Buy |
11,075
+104
| +0.9% | +$50.3K | 0.57% | 58 |
|
|
2023
Q3 | $5.56M | Sell |
10,971
-3,165
| -22% | -$1.69M | 0.59% | 58 |
|
|
2023
Q2 | $7.38M | Sell |
14,136
-79
| -0.6% | -$42.6K | 0.66% | 49 |
|
|
2023
Q1 | $8.2M | Sell |
14,215
-152
| -1% | -$85.7K | 0.77% | 44 |
|
|
2022
Q4 | $7.92M | Buy |
14,367
+313
| +2% | +$166K | 0.89% | 36 |
|
|
2022
Q3 | $7.13M | Sell |
14,054
-173
| -1% | -$96.8K | 0.93% | 37 |
|
|
2022
Q2 | $7.73M | Sell |
14,227
-3,480
| -20% | -$1.92M | 1.15% | 28 |
|
|
2022
Q1 | $10.5M | Sell |
17,707
-334
| -2% | -$192K | 1.17% | 24 |
|
|
2021
Q4 | $12M | Sell |
18,041
-118
| -0.6% | -$73.7K | 1.26% | 23 |
|
|
2021
Q3 | $10.4M | Sell |
18,159
-794
| -4% | -$436K | 1.19% | 21 |
|
|
2021
Q2 | $9.56M | Buy |
18,953
+5,505
| +41% | +$2.6M | 1.17% | 22 |
|
|
2021
Q1 | $6.14M | Sell |
13,448
-873
| -6% | -$417K | 1.23% | 21 |
|
|
2020
Q4 | $6.67M | Sell |
14,321
-6,017
| -30% | -$2.82M | 1.39% | 14 |
|
|
2020
Q3 | $8.98M | Sell |
20,338
-537
| -3% | -$222K | 1.45% | 17 |
|
|
2020
Q2 | $7.56M | Buy |
20,875
+164
| +0.8% | +$55K | 1.3% | 20 |
|
|
2020
Q1 | $5.87M | Buy |
20,711
+479
| +2% | +$151K | 1.25% | 15 |
|
|
2019
Q4 | $6.57M | Buy |
20,232
+1,819
| +10% | +$552K | 1.04% | 23 |
|
|
2019
Q3 | $5.36M | Sell |
18,413
-2,048
| -10% | -$586K | 0.95% | 32 |
|
|
2019
Q2 | $6.01M | Sell |
20,461
-1,324
| -6% | -$365K | 0.88% | 29 |
|
|
2019
Q1 | $5.96M | Buy |
21,785
+1,920
| +10% | +$478K | 1.11% | 24 |
|
|
2018
Q4 | $4.45M | Sell |
19,865
-83
| -0.4% | -$19.5K | 0.91% | 41 |
|
|
2018
Q3 | $4.87M | Buy |
19,948
+11,012
| +123% | +$2.53M | 0.84% | 47 |
|
|
2018
Q2 | $1.85M | Buy |
8,936
+728
| +9% | +$155K | 0.33% | 91 |
|
|
2018
Q1 | $1.7M | Buy |
8,208
+260
| +3% | +$54.6K | 0.32% | 100 |
|
|
2017
Q4 | $1.51M | Buy |
7,948
+635
| +9% | +$122K | 0.28% | 120 |
|
|
2017
Q3 | $1.38M | Buy |
+7,313
| New | +$1.32M | 0.48% | 69 |
|
|
2017
Q2 | – | Sell |
-6,617
| Closed | -$1.02M | – | 168 |
|
|
2017
Q1 | $1.02M | Buy |
+6,617
| New | +$1.01M | 0.38% | 95 |
|
Other funds holding TMO
Transform Wealth's TMO Position: Q1 2025 in Review
Transform Wealth increased its Thermo Fisher Scientific (TMO) stake by 1.6% in Q1 2025, buying an estimated $99.1K and bringing the position to 11,458 shares worth $5.71M. The position accounts for 0.35% of the portfolio, ranked #70.
Transform Wealth first reported a position in TMO in Q1 2017 and has held it in 32 quarters since. The position peaked at $12M in Q4 2021. 2,570 funds tracked by Wall St. Rank hold TMO as of Q1 2025.
- Transform Wealth held 11,458 shares of Thermo Fisher Scientific worth $5.71M as of Q1 2025.
- Transform Wealth bought 183 Thermo Fisher Scientific shares in Q1 2025, an estimated $99.1K.
- Thermo Fisher Scientific made up 0.35% of Transform Wealth's portfolio in Q1 2025, its #70 holding.
- Transform Wealth first reported a position in Thermo Fisher Scientific in Q1 2017 and has held it in 32 quarters since.
- Transform Wealth's Thermo Fisher Scientific position peaked at $12M in Q4 2021.
- 2,570 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.