TPWA
TRUE Private Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-371
| Closed | -$230K | – | 239 |
|
|
2024
Q3 | $230K | Sell |
371
-1,376
| -79% | -$852K | 0.03% | 195 |
|
|
2024
Q2 | $966K | Buy |
1,747
+338
| +24% | +$187K | 0.11% | 98 |
|
|
2024
Q1 | $819K | Buy |
1,409
+41
| +3% | +$23.8K | 0.09% | 108 |
|
|
2023
Q4 | $726K | Buy |
1,368
+166
| +14% | +$88.1K | 0.09% | 118 |
|
|
2023
Q3 | $608K | Buy |
1,202
+112
| +10% | +$56.7K | 0.08% | 123 |
|
|
2023
Q2 | $568K | Buy |
1,090
+118
| +12% | +$61.5K | 0.08% | 118 |
|
|
2023
Q1 | $560K | Sell |
972
-91
| -9% | -$52.4K | 0.08% | 115 |
|
|
2022
Q4 | $585K | Buy |
1,063
+50
| +5% | +$27.5K | 0.09% | 104 |
|
|
2022
Q3 | $514K | Sell |
1,013
-31
| -3% | -$15.7K | 0.08% | 108 |
|
|
2022
Q2 | $567K | Sell |
1,044
-115
| -10% | -$62.5K | 0.08% | 116 |
|
|
2022
Q1 | $652K | Sell |
1,159
-14
| -1% | -$7.88K | 0.09% | 117 |
|
|
2021
Q4 | $782K | Buy |
1,173
+38
| +3% | +$25.3K | 0.11% | 114 |
|
|
2021
Q3 | $648K | Hold |
1,135
| – | – | 0.09% | 126 |
|
|
2021
Q2 | $573K | Sell |
1,135
-312
| -22% | -$158K | 0.09% | 131 |
|
|
2021
Q1 | $661K | Buy |
1,447
+295
| +26% | +$135K | 0.11% | 114 |
|
|
2020
Q4 | $536K | Sell |
1,152
-121
| -10% | -$56.3K | 0.09% | 119 |
|
|
2020
Q3 | $562K | Buy |
1,273
+713
| +127% | +$315K | 0.1% | 111 |
|
|
2020
Q2 | $203K | Buy |
560
+78
| +16% | +$28.3K | 0.04% | 176 |
|
|
2020
Q1 | $136K | Sell |
482
-568
| -54% | -$160K | 0.03% | 170 |
|
|
2019
Q4 | $341K | Buy |
+1,050
| New | +$341K | 0.05% | 161 |
|
|
2019
Q3 | – | Sell |
-406
| Closed | -$119K | – | 665 |
|
|
2019
Q2 | $119K | Buy |
+406
| New | +$119K | 0.02% | 244 |
|
|
2019
Q1 | – | Sell |
-3,954
| Closed | -$885K | – | 242 |
|
|
2018
Q4 | $885K | Buy |
3,954
+91
| +2% | +$20.4K | 0.16% | 95 |
|
|
2018
Q3 | $944K | Buy |
3,863
+93
| +2% | +$22.7K | 0.13% | 102 |
|
|
2018
Q2 | $781K | Buy |
3,770
+277
| +8% | +$57.4K | 0.12% | 108 |
|
|
2018
Q1 | $721K | Buy |
3,493
+120
| +4% | +$24.8K | 0.12% | 104 |
|
|
2017
Q4 | $640K | Buy |
+3,373
| New | +$640K | 0.11% | 106 |
|