WKWM
Walter & Keenan Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
916
+38
| +4% | +$15.4K | 0.11% | 122 |
|
|
2025
Q1 | $437K | Buy |
878
+78
| +10% | +$38.8K | 0.13% | 115 |
|
|
2024
Q4 | $416K | Buy |
800
+8
| +1% | +$4.16K | 0.13% | 115 |
|
|
2024
Q3 | $490K | Buy |
792
+4
| +0.5% | +$2.47K | 0.15% | 106 |
|
|
2024
Q2 | $436K | Buy |
788
+1
| +0.1% | +$553 | 0.14% | 107 |
|
|
2024
Q1 | $457K | Buy |
787
+2
| +0.3% | +$1.16K | 0.15% | 103 |
|
|
2023
Q4 | $417K | Sell |
785
-9
| -1% | -$4.78K | 0.15% | 110 |
|
|
2023
Q3 | $402K | Hold |
794
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $414K | Hold |
794
| – | – | 0.15% | 108 |
|
|
2023
Q1 | $458K | Sell |
794
-55
| -6% | -$31.7K | 0.17% | 100 |
|
|
2022
Q4 | $468K | Hold |
849
| – | – | 0.18% | 94 |
|
|
2022
Q3 | $431K | Buy |
849
+16
| +2% | +$8.12K | 0.18% | 95 |
|
|
2022
Q2 | $453K | Hold |
833
| – | – | 0.18% | 95 |
|
|
2022
Q1 | $492K | Sell |
833
-95
| -10% | -$56.1K | 0.17% | 97 |
|
|
2021
Q4 | $619K | Hold |
928
| – | – | 0.2% | 84 |
|
|
2021
Q3 | $530K | Buy |
928
+34
| +4% | +$19.4K | 0.18% | 95 |
|
|
2021
Q2 | $451K | Hold |
894
| – | – | 0.16% | 95 |
|
|
2021
Q1 | $408K | Hold |
894
| – | – | 0.14% | 103 |
|
|
2020
Q4 | $416K | Hold |
894
| – | – | 0.15% | 100 |
|
|
2020
Q3 | $395K | Sell |
894
-59
| -6% | -$26.1K | 0.16% | 100 |
|
|
2020
Q2 | $345K | Sell |
953
-3,572
| -79% | -$1.29M | 0.14% | 105 |
|
|
2020
Q1 | $1.25M | Buy |
4,525
+3,631
| +406% | +$1M | 0.5% | 32 |
|
|
2019
Q4 | $290K | Hold |
894
| – | – | 0.11% | 131 |
|
|
2019
Q3 | $260K | Hold |
894
| – | – | 0.1% | 135 |
|
|
2019
Q2 | $263K | Sell |
894
-100
| -10% | -$29.4K | 0.12% | 129 |
|
|
2019
Q1 | $272K | Hold |
994
| – | – | 0.12% | 127 |
|
|
2018
Q4 | $222K | Sell |
994
-70
| -7% | -$15.6K | 0.1% | 140 |
|
|
2018
Q3 | $260 | Buy |
1,064
+70
| +7% | +$17 | 0.08% | 140 |
|
|
2018
Q2 | $206K | Sell |
994
-50
| -5% | -$10.4K | 0.09% | 164 |
|
|
2018
Q1 | $216K | Buy |
+1,044
| New | +$216K | 0.09% | 163 |
|