Venturi Wealth Management’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
$441K Sell
1,088
-403
-27% -$163K 0.02% 350
2025
Q1
$742K Buy
1,491
+182
+14% +$90.6K 0.04% 250
2024
Q4
$681K Sell
1,309
-380
-22% -$198K 0.03% 269
2024
Q3
$1.04M Sell
1,689
-1,033
-38% -$639K 0.05% 187
2024
Q2
$1.51M Buy
2,722
+1,537
+130% +$850K 0.09% 134
2024
Q1
$689K Buy
1,185
+88
+8% +$51.1K 0.04% 223
2023
Q4
$582K Buy
1,097
+32
+3% +$17K 0.04% 246
2023
Q3
$539K Buy
1,065
+180
+20% +$91.1K 0.04% 231
2023
Q2
$462K Buy
885
+29
+3% +$15.1K 0.04% 224
2023
Q1
$493K Hold
856
0.04% 231
2022
Q4
$471K Sell
856
-10
-1% -$5.51K 0.04% 238
2022
Q3
$439K Sell
866
-35
-4% -$17.7K 0.04% 235
2022
Q2
$489K Buy
901
+90
+11% +$48.8K 0.04% 226
2022
Q1
$479K Buy
811
+490
+153% +$289K 0.04% 243
2021
Q4
$214K Buy
+321
New +$214K 0.02% 320