UP Strategic Wealth Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $366K | Buy |
903
+102
| +13% | +$41.4K | 0.29% | 56 |
|
2025
Q1 | $399K | Sell |
801
-54
| -6% | -$26.9K | 0.35% | 49 |
|
2024
Q4 | $445K | Buy |
855
+113
| +15% | +$58.8K | 0.44% | 41 |
|
2024
Q3 | $459K | Buy |
742
+290
| +64% | +$179K | 0.51% | 37 |
|
2024
Q2 | $250K | Buy |
452
+29
| +7% | +$16K | 0.38% | 49 |
|
2024
Q1 | $246K | Sell |
423
-8
| -2% | -$4.65K | 0.4% | 48 |
|
2023
Q4 | $229K | Buy |
+431
| New | +$229K | 0.42% | 48 |
|