Waldron Private Wealth’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 | $233K | Sell |
575
-65
| -10% | -$26.4K | 0.01% | 279 |
|
|
2025
Q1 | $319K | Sell |
640
-2,604
| -80% | -$1.3M | 0.02% | 238 |
|
|
2024
Q4 | $1.69M | Sell |
3,244
-80
| -2% | -$41.6K | 0.07% | 121 |
|
|
2024
Q3 | $2.06M | Sell |
3,324
-6
| -0.2% | -$3.71K | 0.09% | 102 |
|
|
2024
Q2 | $1.84M | Buy |
3,330
+47
| +1% | +$26K | 0.08% | 102 |
|
|
2024
Q1 | $1.91M | Buy |
3,283
+308
| +10% | +$179K | 0.09% | 102 |
|
|
2023
Q4 | $1.58M | Sell |
2,975
-170
| -5% | -$90.3K | 0.08% | 106 |
|
|
2023
Q3 | $1.59M | Sell |
3,145
-133
| -4% | -$67.4K | 0.08% | 108 |
|
|
2023
Q2 | $1.71M | Sell |
3,278
-359
| -10% | -$187K | 0.09% | 109 |
|
|
2023
Q1 | $2.1M | Sell |
3,637
-1,038
| -22% | -$599K | 0.1% | 107 |
|
|
2022
Q4 | $2.37M | Hold |
4,675
| – | – | 0.15% | 93 |
|
|
2022
Q3 | $2.37M | Buy |
4,675
+860
| +23% | +$436K | 0.15% | 93 |
|
|
2022
Q2 | $2.07M | Buy |
3,815
+291
| +8% | +$158K | 0.12% | 106 |
|
|
2022
Q1 | $2.08M | Buy |
3,524
+257
| +8% | +$152K | 0.11% | 109 |
|
|
2021
Q4 | $2.18M | Buy |
3,267
+182
| +6% | +$121K | 0.11% | 107 |
|
|
2021
Q3 | $1.76M | Buy |
3,085
+936
| +44% | +$535K | 0.1% | 112 |
|
|
2021
Q2 | $1.08M | Sell |
2,149
-327
| -13% | -$165K | 0.07% | 133 |
|
|
2021
Q1 | $1.13M | Buy |
2,476
+47
| +2% | +$21.5K | 0.08% | 121 |
|
|
2020
Q4 | $1.13M | Sell |
2,429
-51
| -2% | -$23.7K | 0.08% | 117 |
|
|
2020
Q3 | $1.1M | Buy |
2,480
+274
| +12% | +$121K | 0.09% | 112 |
|
|
2020
Q2 | $799K | Buy |
2,206
+113
| +5% | +$40.9K | 0.07% | 123 |
|
|
2020
Q1 | $594K | Buy |
2,093
+80
| +4% | +$22.7K | 0.06% | 131 |
|
|
2019
Q4 | $654K | Sell |
2,013
-247
| -11% | -$80.2K | 0.06% | 145 |
|
|
2019
Q3 | $658K | Sell |
2,260
-66
| -3% | -$19.2K | 0.07% | 136 |
|
|
2019
Q2 | $683K | Sell |
2,326
-108
| -4% | -$31.7K | 0.07% | 113 |
|
|
2019
Q1 | $666K | Buy |
2,434
+308
| +14% | +$84.3K | 0.08% | 120 |
|
|
2018
Q4 | $475K | Buy |
2,126
+293
| +16% | +$65.5K | 0.07% | 129 |
|
|
2018
Q3 | $447K | Buy |
1,833
+18
| +1% | +$4.39K | 0.09% | 108 |
|
|
2018
Q2 | $375K | Buy |
1,815
+7
| +0.4% | +$1.45K | 0.08% | 111 |
|
|
2018
Q1 | $373K | Hold |
1,808
| – | – | 0.08% | 105 |
|
|
2017
Q4 | $343K | Hold |
1,808
| – | – | 0.08% | 110 |
|
|
2017
Q3 | $342K | Hold |
1,808
| – | – | 0.1% | 99 |
|
|
2017
Q2 | $315K | Sell |
1,808
-2,647
| -59% | -$461K | 0.1% | 92 |
|
|
2017
Q1 | $661K | Buy |
4,455
+1,447
| +48% | +$215K | 0.17% | 83 |
|
|
2016
Q4 | $424K | Sell |
3,008
-100
| -3% | -$14.1K | 0.15% | 67 |
|
|
2016
Q3 | $494K | Sell |
3,108
-640
| -17% | -$102K | 0.18% | 57 |
|
|
2016
Q2 | $553K | Buy |
3,748
+740
| +25% | +$109K | 0.2% | 57 |
|
|
2016
Q1 | $425K | Hold |
3,008
| – | – | 0.16% | 65 |
|
|
2015
Q4 | $426K | Buy |
3,008
+260
| +9% | +$36.8K | 0.16% | 74 |
|
|
2015
Q3 | $336K | Buy |
2,748
+118
| +4% | +$14.4K | 0.15% | 73 |
|
|
2015
Q2 | $341K | Sell |
2,630
-260
| -9% | -$33.7K | 0.13% | 66 |
|
|
2015
Q1 | $388K | Hold |
2,890
| – | – | 0.16% | 54 |
|
|
2014
Q4 | $362K | Buy |
2,890
+129
| +5% | +$16.2K | 0.15% | 53 |
|
|
2014
Q3 | $336K | Buy |
2,761
+80
| +3% | +$9.74K | 0.16% | 54 |
|
|
2014
Q2 | $316K | Sell |
2,681
-145
| -5% | -$17.1K | 0.15% | 67 |
|
|
2014
Q1 | $340K | Sell |
2,826
-347
| -11% | -$41.7K | 0.17% | 58 |
|
|
2013
Q4 | $353K | Buy |
+3,173
| New | +$353K | 0.16% | 55 |
|