TruWealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-404
| Closed | -$250K | – | 172 |
|
|
2024
Q3 | $250K | Hold |
404
| – | – | 0.02% | 146 |
|
|
2024
Q2 | $223K | Sell |
404
-25
| -6% | -$13.8K | 0.01% | 154 |
|
|
2024
Q1 | $250K | Buy |
429
+7
| +2% | +$4.07K | 0.02% | 145 |
|
|
2023
Q4 | $224K | Sell |
422
-707
| -63% | -$376K | 0.02% | 142 |
|
|
2023
Q3 | $572K | Buy |
1,129
+90
| +9% | +$45.6K | 0.05% | 85 |
|
|
2023
Q2 | $542K | Sell |
1,039
-16
| -2% | -$8.35K | 0.05% | 84 |
|
|
2023
Q1 | $608K | Sell |
1,055
-1
| -0.1% | -$576 | 0.06% | 85 |
|
|
2022
Q4 | $582K | Buy |
1,056
+304
| +40% | +$167K | 0.06% | 86 |
|
|
2022
Q3 | $381K | Sell |
752
-50
| -6% | -$25.3K | 0.04% | 90 |
|
|
2022
Q2 | $435K | Buy |
+802
| New | +$435K | 0.05% | 85 |
|